Paul commenced his career at National Bank Financial in 2011, contributing over a decade of investment experience to the team. Clients benefit from his extensive knowledge in wealth management and meticulous approach to financial planning. Paul's passion lies in assisting clients to reach their individual objectives. He collaborates closely with them to craft customized plans that cater to their specific needs and goals. Paul holds the Canadian Investment Management designation and leverages our Discretionary management platform to actively manage investment portfolios. Residing in Kelowna, Paul lives with his wife Nikki, their two children, and two energetic labs. They spend most of their leisure time in the scenic mountains, enjoying fly fishing and skiing.