210-700 Kerr St
Oakville, ON L6K 3W5
For 17 years Paul has helped client’s structure, manage and plan their taxes, estate and investments. Year after year he ranks in the top 1% of advisors for Hollis Wealth and is a four-time recipient of the Chairman’s Club advisor award and five-time recipient of the President’s Club advisor award.
Highly regarded as a financial educator, Paul has delivered over 100 tax and estate planning seminars in the Oakville, Burlington and Mississauga area. He has also taught over 3,000 individuals at or near retirement about tax savings, estate preservation and advanced wealth management strategies.
After obtaining his B.A. in Economics from McMaster University, Paul began his career as an Institutional Fixed Income broker. From there he embarked on his own entrepreneurial path, forming relationships with some of the finest professionals in the industry and creating the Rowan Oak team of specialists for his clients.
When not working with clients, Paul’s personal life includes spending time with his wife Tracy and their children Pierce, Tyson and Nicole.