Overview

Gender

male

Investor Type

Investment Partner

Prior to joining Wellington Financial in 2013, Paul spent 4 years in asset management at Fidelity Investments.

At Fidelity, he provided investment ideas and portfolio suggestions to investment advisors and financial planners in Ontario. Paul is co-President of the Toronto chapter for the Young Canadians in Finance society.

He is a Chartered Financial Analyst as well as a Chartered Alternative Investment Analyst. Paul earned his Bachelor of Commerce in Business Management and Finance from Ted Rogers School of Management at Ryerson University.