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BA, MBA
Investment Advisor & Senior Insurance Advisor
Paul is an Investment Advisor at Wellington-Altus Private Wealth. Clients are accustomed to receiving tailor-made financial strategies to help them meet and exceed their goals. His clients tell him that he provides outstanding personalized service by delivering “crystal clear” peace of mind.
Paul specializes in solutions for high-net-worth individuals and businesses and has extensive experience managing health and welfare plans. Paul joined the financial industry in 2006 and has held longtime management positions focused on growth, productivity, and superior client outcomes. As a result of that passion and focus, he is privileged and humbled to be the recipient of numerous awards of the highest standard.
Paul holds a BA from Memorial University of Newfoundland and an MBA from Arizona State University in Tempe, Arizona. Outside of work, he enjoys spending time with family, his two beautiful grandkids and friends. He also believes in giving back to the community and has supported numerous charitable organizations over the years.
Associate
Kelly has been engaged in the financial industry as an executive assistant since 2013. Working with financial advisors and their client bases has provided a wealth of experience and a valuable network of relationships. It has also influenced her to strive toward excellence and higher achievements within the financial sector. She is a Memorial University of Newfoundland graduate with degrees in Arts and Education. She is also a leader for the Girl Guides of Canada, where she actively participates in empowering young girls and promoting female independence in all facets, including finance.
During the summer, Kelly can be found lakeside rowing and coxing in preparation for the annual Royal St. John’s Regatta and in the winter at the rink with her developmental Women’s TomCats Hockey League. Kelly resides in St. John’s with her two children, Ryan and Grace.
