Paul is registered with the Ontario Securities Commission as Associate Portfolio Manager, with the Financial Planning Standards Council as a Certified Financial Planner, with the Ontario & Canadian Institutes of Chartered Accountants as a Chartered Accountant, and with the Financial Services Commission of Ontario as an Insurance Advisor.

Paul earned a Bachelor of Business Administration from Wilfrid Laurier University followed by completing his professional designations and numerous industry courses.  

Paul has over thirty years of experience in the wealth management, public accounting and banking sectors.  While he is responsible for the strategic direction of Wealth Stewards, his primary passion is working directly with successful private clients.  

Paul has also been a pioneer in the integration of wealth management services with accounting firms in Canada and internationally.  He has worked with accounting bodies to ensure compliance, and with accounting firms - dedicated to the holistic wellbeing of their clients.

Paul is an author of “Fiscal Fitness”, a columnist with The Bottom Line and a speaker for various organizations including the Ontario and Canadian Institutes of Chartered Accountants.