Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
BA (Hons.), CIM®, RIS
Wealth Advisor
With 13 years of experience in the Financial Services industry, including working with retail and institutional clients, my diverse background allows me to bring a well-rounded perspective to wealth management and I have helped clients craft tailored financial strategies that truly meet their needs. I simplify financial complexities to create personalized financial plans, investment strategies, and tax reduction solutions, helping clients avoid common financial missteps while optimizing their path to long-term success.
Whether it’s customized investment portfolios, risk-adjusted strategies, insurance solutions, or tax planning in partnership with accountants and lawyers, I provide professional advice you can trust. I also help manage cash flow and financing solutions through our trusted banking partners.
Born and raised in Etobicoke and now living in downtown Toronto, I hold a bachelor’s degree in Applied Economics from Queen’s University and the Certified Investment Manager (CIM®) designation. When I’m not working, you can find me golfing at St. George’s Golf & Country Club in Etobicoke, spending time at our family home in Scottsdale, Arizona or cheering on the 2019 NBA Champions, Toronto Raptors!
Feel free to reach out anytime – whether you want to chat finances or basketball!
BBA, CFP®
Associate
With over 35 years of experience in wealth management, Paul’s expertise is grounded in his passion to provide exceptional client service and develop meaningful long-term relationships. Paul’s holistic approach reflects all aspects of a client’s financial life – to build personalized plans that consider wealth accumulation, asset preservation, and tax minimization.
As part of the client experience, Paul understands how important it is to “bring focus to the future,” and “build partnerships for life by having a deep relationship and understanding with key clients, which allows me to offer advice that leads to solutions, rather than products. My relationships are based on trust, integrity and mutual respect. I share the same values and lifestyle ideas as our clientele.”
An alumnus of Wilfrid Laurier University (BBA), Paul has his CERTIFIED FINANCIAL PLANNER® designation and has been selected to share his expertise in numerous publications and broadcasts on financial planning. Paul has been asked to sit on several boards, based upon his business acumen and strong voice supporting client issues. In 2011, he was awarded national “Advisor of the Year,” at his prior firm.
Paul works and lives in central Etobicoke. Throughout his career, Paul’s success in building valued relationships is also a testament to the continued support and inspiration from his wife Stacey. Paul and Stacey have two daughters and ski as a family every winter weekend at Alpine. When time permits, Paul enjoys playing golf at St. Georges, fly fishing, hockey, and loves to travel the world visiting international friends.
Associate
Having just returned from spending the last few years in British Columbia, I’m happy to be back home in Toronto, reunited with friends and family. I’m an avid sports fan and enjoy staying active and spending my time outside. In the summer you can find me running or biking down lakeshore, or spending my weekends at my cottage, relaxing on the dock.
Previously working as an Inside Sales Representative for a global asset management firm, I’ve worked closely with financial advisors to understand and address the needs of their clients directly, to provide tailored investment solutions. Here at NexGen, I look forward to helping our clients navigate their own unique financial journey and instill confidence in their wealth management team.
If you have any questions, please don’t hesitate to reach out to me at any time.
