BA (Econ), CFP
Edmond Financial Group
Quadrus Investment Services Ltd.
Paul provides a unique and winning combination: a mix of a down-to-earth approach founded on listening to clients’ goals and helping them assess their needs, combined with cutting-edge computerized systems, including comprehensive financial planning software and a website designed to help clients begin the process of planning their financial success. He provides professional advice specializing in investment, retirement, estate planning, and group benefits, including corporate executive compensation, insurance and succession planning strategies.
Paul has a professional background that includes over 23 years of investment, insurance and retirement planning experience. He began his career in 1989 working for the Great-West Life Assurance Company as a Money Specialist. After several promotions, he was later appointed to Regional Manager, Retirement and Investment Services. In 1996, Paul established Edmond Financial Group, his own independent operation providing financial planning services.
Paul will take the time to earn his clients’ trust and understand their personal or corporate goals and dreams. He is dedicated to providing high quality services, continuing to learn and improve, developing new and better ways to assist clients, and operate with the highest level of integrity and ethics.