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.
Andy is an integral part of the team. He is a graduate from Simon Fraser University, with degrees in Chemistry and Business Administration. Andy is responsible for all administrative duties, and for assisting in the research process. His science and business background gives him a unique expertise, and make him an extremely valuable part of the professional team.
Ashley is currently obtaining dual degrees in Finance and Business Real Estate at UBC. Ashley is responsible for all marketing duties. Her educational background and outgoing personality make her a vital asset to the team.
Paul’s role is to implement and enhance each individual’s financial advantages, in order to achieve the best possible structure. Paul is an expert in highly complex tax, estate and insurance planning strategies, which is reinforced by the product development and marketing consulting work Paul has done for some of the largest insurance companies in Canada.
Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.
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