Our Team | Current Wealth Advisors
Three advisors working for you.
You get the combined insight of three experienced Wealth Advisors—focused on your planning, portfolio design, and ongoing monitoring. One plan, three sets of well-trained eyes, all working toward your goals.
Our Team
Paul is one of few advisors in Canada to be both a CERTIFIED FINANCIAL PLANNER™ and a CFA charterholder, bridging the gap between financial planning and investment analysis. His experience includes a role in risk management at Credit Union Central of Manitoba, teaching computer science in Thailand, and Equity Research Analyst at a prominent mutual fund. As he mastered each role, he learned that his ideal career was a balance of working directly with people and doing detailed financial analysis.
Andrew brings a disciplined approach to managing wealth. His last career was dedicated to methodically identifying, understanding, and mitigating risk at the institutional level. He spent more than a decade building financial models, but realized that he likes building personal relationships more. Now, in his role as a Wealth Advisor, he offers his insights, experience, and thoughtful guidance to a small group of discerning clients.
Eric has deep experience trading in financial markets and giving advice to a wide range of people, from business owners to teenagers. Stepping back in time, his first long career was as a soloist with the Royal Winnipeg Ballet. Knowing that his hips wouldn’t last forever, he pursued a career in finance, starting in retail banking, then as a trader for a large team of Wealth Advisors. Eric found a home on our team, where he can focus on what he does best: building relationships and implementing disciplined investment strategies.
Karen had 30 years of management experience with the Royal Bank and Assante before joining our team. She has seen the world of finance evolve and her experiences are a major benefit to our team.
