The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Paul Moskal

Senior Financial Planner

After graduating from Laurentian University with an Honours Bachelor of Commerce, Paul began his financial services career at a leading Canadian bank.  During his seven years with the bank, he rose through the ranks in many different cities, finishing in the position of Manager of Personal Banking. His banking experience gave him thorough knowledge of lending and cash management practices that he is able to use to his clients’ benefit.

In 1996, Paul joined Assante Capital Management Ltd. He completed the Canadian Securities Course and received the Award of Excellence from the Canadian Securities Institute. Additional education includes Professional Financial Planning, Conduct and Practices, Life Insurance, and Accident and Sickness Insurance.

As a Financial Advisor for the past 19 years, he has been meeting with individuals, families and companies to address their financial needs and goals.  After collecting all of the important and relevant data, it is prioritized, and a plan is developed.Risk tolerance and time horizons are explored, and suitable investment plans are tailored to meet their requirements.Monitoring, education and updating are ongoing.

In the year 2005, Helen Walter and Paul joined forces to increase their service offering. With similar background and training, Helen and Paul work as a team in providing continuous service and financial advice.

Paul was born and raised in Sudbury, Ontario. He has a strong connection to the community and been involved in minor hockey as a coach and supporter for many years.

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

363 Falconbridge Road Unit 2
Sudbury, Ontario
P3A 5K5 Canada