Paul completed a business degree at Wilfrid Laurier University and began his career at a major international CA firm upon graduation. After obtaining his CA designation, he moved into corporate finance with the Bank of Montreal and subsequently with Corpfinance International, a boutique M&A firm specializing in mid-market debt financing. In 1987, Paul partnered with a venture capital firm to acquire Retirement Counsel of Canada (RCOC) and directed it through substantial growth prior to selling it in 2002.
Since 2002, Paul has been following his passion of providing wealth management solutions to affluent private clients. Paul began Wealth Stewards, a comprehensive wealth planning firm, in 2008 followed by Portfolio Steward’s registration as a portfolio manager in 2012.