About Us

Paul has been helping individuals and organizations meet their investment objectives since 1992, shortly after graduating from Simon Fraser University with a Bachelor of Business Administration (BBA) degree. Paul holds the Canadian Investment Manager (CIM) designation and he is a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsements from their peers and superiors. Paul’s primary objective is to provide you with above average, risk-adjusted, absolute returns. In order to achieve this objective Paul employ’s an active approach to portfolio management building focused portfolios using a multi-disciplined approach. Top-down macro variables are considered for broad asset allocation and sector weightings, while individual securities are chosen based primarily on bottom-up value and growth parameters utilizing technical analysis to assist in the timing of investment decisions. Paul’s approach to managing your portfolio allows him the flexibility to not only include traditional securities such as stocks and bonds but to also utilize ETFs, closed-end funds acquired at significant discounts to their NAV and hybrid securities such as convertible debentures if they have a higher risk-adjusted return potential.

Our mission is to deliver personal wealth management services which exceed your expectations. Almost all new clients are referrals – and we will do everything possible to earn and keep your trust.