Senior Wealth Advisor & Portfolio Manager
“In my 20 years in this industry, I strive to work with clients as their Chief Financial Advisor, finding solutions to all clients financial challenges.”
I collaborate with clients to help understand their goals and what is important to them. Through a comprehensive wealth management process, I use portfolio and risk management in both the clients' investment and personal life to come up with a plan that will address all their needs.
Paul graduated from the University of British Columbia and holds a degree in Economics. He entered the financial industry in 1995 and joined the Shewfelt McMillan group in 1997. He currently is a fully licensed Portfolio Manager, has his CIM (Canadian Investment Manager) and FMA (Financial Management advisor) destinations.
Paul has lived and grown up in South Surrey. He is married to Megan. They are busy raising their three boys, Parker 5, Finlay 4 and Bennett 1. As the first captain of the Surrey Eagles back in 1992, Paul stays active in hockey and sports, and now is starting the journey of coaching his kids through their early years. Paul has been active in the community over the past years as Chair of the White Rock/South Surrey Community Policing Society and past President of the Surrey Foundation. He currently Chairs the Advisory Committee for Team Orange which is an anti-bullying campaign run by a local young woman.