Paul and Carol Ann combine their experience as Financial Advisors with their Chartered Accountants designations to advise executives, business owners and families on financial, tax and estate planning matters.

During their more than twenty years of combined experience in the financial services industry, they have achieved numerous industry designations including the Professional Financial Planning and Certified Investment Manager designations and the highest levels of life, accident and disability insurance licensing.

Paul and Carol Ann are a professional team dedicated to providing unbiased advice. By working with each individual client through a disciplined wealth management program they call “Solutions Integrated Around You”, they create a unique financial roadmap detailing each clients financial opportunities and commitments.

With the support of their client service associate, Paul and Carol Ann have developed a reliable client communication process that includes quarterly portfolio reviews, online performance reports, and monthly e-blast commentaries.

They welcome an opportunity to compete for your business!