With over 25 years in the investment industry, I have specialized in helping retirees find tax efficient income replacement solutions, as well as providing first in class investment options to our Members, and financial planning that covers retirement, cash flow, tax and estate planning. I also enjoy in finding solutions for small businesses and farmers to meet their investment needs while being mindful of the tax issues that investments can have on a corporation or small business.
I’ve had a lifelong passion for music, graduating from McMaster University with an Honours Degree in Music. Continuing to keep involved in music, I am a Board Member for Music Niagara, one of the region’s most diverse music festivals. I also enjoy contributing to financial articles through various media outlets, including The Globe & Mail, Financial Post, and The Toronto Star, as well as live segments on BNN, SiriusXM and NewsTalk1010.
Your Meridian Private Wealth Team
At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Paul and Stacey, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.
Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Paul or Stacey — they collaborate to ensure you receive seamless, personalized service.
Contact us
- Monday to Friday, 8:30 a.m. to 5:00 p.m.
- (905) 988-4055
- Toll-Free: 1 (833) 701-0707
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Paul's Home Branches
Language(s) Spoken:
English