Notre équipe

Since 2008, Paula has been providing clients with the recipe for financial health. A nurturer by nature, Paula has a distinct way of educating, guiding, and building a wealth plan for her clients without intimidation. Her approachable demeanor creates her unique success of enabling trust with everyone she meets. As far as credentials, Paula strives to stay current and demonstrate expertise in her field. She obtained her Mutual Fund License in Feb 2008, her Ontario Life Insurance & Segregated Fund License in Feb 2008 as well as her Branch Manager License in 2013. Paula believes in learning for life – she consistently takes courses on an annual basis to ensure her knowledge base represents the current needs of her clients at all times. Using budgeting and wealth strategies, Paula can take a client from the beginning stages of asset wealth to a complex portfolio of wealth management. With a primary focus on ‘real’ families that need to strengthen their financial plan from the primary child rearing years all the way to retirement, Paula can listen, plan and execute the right strategy to get you to achieve your goals every time.

Kaz is a dedicated financial advisor with several years of experience in personal financial services, business development, and commercial lending. A lifelong serial entrepreneur, he has built a diverse career that spans music, teaching, small business ownership, residential development, and mortgage brokering.

Kaz collaborates closely with our team of advisors to help clients achieve their financial goals. With a deep understanding of both personal and business financial landscapes,

he approaches each client relationship with care and commitment, to ensure your financial goals are tended to as carefully as we would for our own families.

Outside of his professional life, Kaz is a devoted husband and father of two young children. He loves spending quality time with his family and also enjoys cooking good food, studying martial arts, and performing music.