Paul Carvalho, Cfa
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Paul Carvalho, Cfa Email & Phone Number

Helping Individuals and Families with Investments, Insurance and Retirement Planning. at Investia Services Financiers Inc. / Investia Financial Services Inc.
Location: Hamilton, Ontario, Canada 6 work roles 3 schools
1 work email found @investia.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@investia.ca
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investia Services Financiers Inc. / Investia Financial Services Inc.
Role
Helping Individuals and Families with Investments, Insurance and Retirement Planning.
Location
Hamilton, Ontario, Canada
Company size
512 employees

Who is Paul Carvalho, Cfa? Overview

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Quick answer

Paul Carvalho, Cfa is listed as Helping Individuals and Families with Investments, Insurance and Retirement Planning. at Investia Services Financiers Inc. / Investia Financial Services Inc., a company with 512 employees, based in Hamilton, Ontario, Canada. AeroLeads shows a work email signal at investia.ca and a matched LinkedIn profile for Paul Carvalho, Cfa.

Paul Carvalho, Cfa previously worked as Financial Advisor at Investia Services Financiers Inc. / Investia Financial Services Inc. and Financial Analyst and Senior Wealth Planning Consultant at Wickham Investment Counsel Inc.. Paul Carvalho, Cfa holds Chartered Financial Analyst (Cfa), Investments And Wealth Management from Cfa Institute.

Company email context

Email format at Investia Services Financiers Inc. / Investia Financial Services Inc.

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*@investia.ca
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AeroLeads found 1 current-domain work email signal for Paul Carvalho, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Paul Carvalho, Cfa

Paul Carvalho, Cfa is a Helping Individuals and Families with Investments, Insurance and Retirement Planning. at Investia Services Financiers Inc. / Investia Financial Services Inc.. He possess expertise in wealth management, asset allocation, mutual funds, asset managment, investment strategies and 11 more skills.

Listed skills include Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, and 12 others.

Current workplace

Paul Carvalho, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Services Financiers Inc. / Investia Financial Services Inc.
Investia Services Financiers Inc. / Investia Financial Services Inc.
Helping Individuals and Families with Investments, Insurance and Retirement Planning.
canada
Website
investia.ca
Employees
512
AeroLeads page
Company profile
View company profile Email format
6 roles · 29 years

Paul Carvalho, Cfa work experience

A career timeline built from the work history available for this profile.

Associate, Commercial Banking

Cibc

Hamilton, Ontario Area

2005 - 2008 ~3 yrs

Senior Manager, Corporate Actions

State Street

Toronto, Canada Area

1997 - 2003 ~6 yrs
Team & coworkers

Colleagues at Investia Services Financiers Inc. / Investia Financial Services Inc.

Other employees you can reach at investia.ca. View company contacts for 512 employees →

DC Daniel Côté Daniel Côté Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Saint-Bernard, Quebec, Canada, Canada View → MS Michael Savoie, B.A.A Michael Savoie, B.A.A Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Atholville, New Brunswick, Canada, Canada View → TS Tom Sweeney Tom Sweeney Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Dundas, Ontario, Canada, Canada View → MF Maxime Fillion Maxime Fillion Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Quebec, Canada, Canada View → PC Pamela Chen, Beng. Pamela Chen, Beng. Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Surrey, British Columbia, Canada, Canada View → SY Sally Yu Sally Yu Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Laval, Quebec, Canada, Canada View → IN Ilona Nelson Ilona Nelson Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Armstrong, British Columbia, Canada, Canada View → LH Louise Harvey Louise Harvey Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Capitale-Nationale, Quebec, Canada, Canada View → JP Jean-Bernard Proulx Jean-Bernard Proulx Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Capitale-Nationale, Quebec, Canada, Canada View → JM Jean-Yves Monfet Jean-Yves Monfet Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc. Capitale-Nationale, Quebec, Canada, Canada View →
3 education records

Paul Carvalho, Cfa education

Chartered Financial Analyst (Cfa), Investments And Wealth Management

Cfa Institute
FAQ

Frequently asked questions about Paul Carvalho, Cfa

Quick answers generated from the profile data available on this page.

What company does Paul Carvalho, Cfa work for?

Paul Carvalho, Cfa works for Investia Services Financiers Inc. / Investia Financial Services Inc..

What is Paul Carvalho, Cfa's role at Investia Services Financiers Inc. / Investia Financial Services Inc.?

Paul Carvalho, Cfa is listed as Helping Individuals and Families with Investments, Insurance and Retirement Planning. at Investia Services Financiers Inc. / Investia Financial Services Inc..

What is Paul Carvalho, Cfa's email address?

AeroLeads has found 1 work email signal at @investia.ca for Paul Carvalho, Cfa at Investia Services Financiers Inc. / Investia Financial Services Inc..

Where is Paul Carvalho, Cfa based?

Paul Carvalho, Cfa is based in Hamilton, Ontario, Canada while working with Investia Services Financiers Inc. / Investia Financial Services Inc..

What companies has Paul Carvalho, Cfa worked for?

Paul Carvalho, Cfa has worked for Investia Services Financiers Inc. / Investia Financial Services Inc., Wickham Investment Counsel Inc., Assante Wealth Management, Cibc, and State Street.

Who are Paul Carvalho, Cfa's colleagues at Investia Services Financiers Inc. / Investia Financial Services Inc.?

Paul Carvalho, Cfa's colleagues at Investia Services Financiers Inc. / Investia Financial Services Inc. include Daniel Côté, Michael Savoie, B.A.A, Tom Sweeney, Maxime Fillion, and Pamela Chen, Beng..

How can I contact Paul Carvalho, Cfa?

You can use AeroLeads to view verified contact signals for Paul Carvalho, Cfa at Investia Services Financiers Inc. / Investia Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Paul Carvalho, Cfa attend?

Paul Carvalho, Cfa holds Chartered Financial Analyst (Cfa), Investments And Wealth Management from Cfa Institute.

What skills is Paul Carvalho, Cfa known for?

Paul Carvalho, Cfa is listed with skills including Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Investment Strategies, Retirement Planning, Investments, and Investment Advisory.

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