"Paul is an experienced business guy who has a talent for simplifying complex situations and providing practical guidance on both the career and personal financial planning sides. He also has a good heart and is a natural optimist, two important qualities in my view. Because he has such broad experience and is a creative thinker, he tends to add value to any conversation he contributes to."
Jason Fox, Owner,
"My wife and I are health care professionals in Halifax and do not have a pension to rely upon in our retirement. We had a lot of questions with regards to our future, our children's future and the succession of our business. We needed someone we could trust to educate us on the best options that were available for us keeping "our" goals and needs in mind. We had known Paul and his family through our business and had already built a trusting relationship in this regard. In the summer of 2010 when things looked extremely bleak, we took the step to ask Paul if he would help us with this very important task. He took the time to find out what we really wanted to achieve and educated us on the options that were available to us to reach those objectives.
We now have a solid plan and the products to support our business and family goals. Paul is always available to us and keeps us up to date on changes we may need or want to make to our existing portfolio. We really do appreciate Paul for all he has done for us and consider him a wonderful person to be associated with. We both would recommend Paul to anyone based on his kind, personal service and depth of knowledge in his field. His cards are always available at our reception."
Andrew Blazenko, CFA, CBV
Associate at Sequoia Mergers & Acquisitions
"Blake is a great example of what it means to be a professional. He realizes that he may not have all the answers for you right away (although he has most), but has the high standards to turn to someone inside his firm for expert advice when required.
Bishop and James Consulting Ltd
"A number of years ago, I was referred to Paul for insurance and financial planning advice by a business associate and friend. Actions speak louder than words so the fact that on several occasions I have referred Paul to family and friends others is the best recommendation I can give.
He is professional, knowledgeable, resourceful and takes the time to listen and understand your situation and objectives before making any recommendations."
Tim Doyle, Certified Financial Planner, NWT
"Having a sit down with Paul is always an educational experience worth having. His years in the financial industry have given him an insight that is very valuable to a client or an advisor looking to learn the ropes."
Chiropractor/ Doctor of Chiropractic at Spa Solutions, (Dartmouth) & Therapeutic Approach Health Centre (Halifax) NS
"Paul really understands his clients' objectives, can uncover individual issues and simplify to action plans based on needs and preferences. Patient and never pushy or 'upselling', I feel confident recommending Paul's services."
"Paul is very professional, he can understand your issue and simplify it to business actions that are really effective, a very good listener and with a broad knowledge and he is certainly a great business solution provider."
"Paul was introduced to me by a family member as someone who could be trusted to provide solid insurance and financial planning advice. He helped clarify our objectives, analyzed our situation and then provided a comprehensive solution that fit our budget. I am glad I met him."
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.
The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in the articles is not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.
** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.