Paul Gimblett, B.Sc., CFP
Senior Financial Advisor
As a Senior Financial Advisor and Branch Owner at Assante Financial Management Ltd., Paul is responsible for recommending and implementing wealth management solutions for individuals, families and businesses. Born and raised in Peterborough, Ontario, Paul has provided financial services to the community and surrounding area for over 27 years. His work involves investment consultation, tax and estate planning, risk management, and life insurance.
Paul holds a Bachelor of Science degree from Trent University (1985). Beginning his career in the financial services industry in 1986 he has be recognized by Manulife Financial and Canada Life Assurance Company several times for his achievements. Paul was also accredited with the Certified Financial Planners designation (2002) by the Financial Planning Standards Council, a national not-for-profit organization that develops, promotes and enforces professional and ethical standards. In 2011, Paul earned a certificate as a Certified Divorce Financial Analyst. Paul is also a proud father of two wonderful daughters.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
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Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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