Our Team

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.