After graduating from York University with a degree in Economics, Paul immediately joined the Financial Advisory community. Paul’s experience includes work with financial and insurance institutions in various leadership roles.
Paul’s passion for helping people led him to establish Summit Wealth Advisory Group Inc. in 2010 and acquired a 25-year veteran adviser’s business. His honest and candid approach encouraged three additional advisers to entrust him with their clients when looking for a successor.
Paul is routinely asked to speak to various events and Universities to share his experience and knowledge. He has served on the Board of Directors of Advocis, appeared on television and National Newspapers and continues to volunteer his time as an Ambassador for the Financial Planning Standards Council. He holds the Certified Financial Planner (CFP™), and Chartered Life Underwriter (CLU™) designations.
Paul is also a Certified Level Two coach (National Coach Certification Program) and currently coaches minor hockey and soccer.
You can contact Paul at: email@example.com