Offering a complete and comprehensive consulting service to public and private companies.I use a very case-oriented approach to advising public and private companies on strategies to bringing investment products to market, creating awareness within the investment community, enhancing market-ing materials and developing approaches to effectively deliver the message to the desired audience.

As an Investment Advisor I was responsible for providing financial planning, estate planning, tax and investment advice to my clients. After determining my clients’ investment needs and objectives, I would then tailor their portfolios accordingly. I would continually monitor their portfolios and keep my clients well informed and recommend modifications to keep the portfolios aligned with their objectives.o Successfully diversified portfolios using a wide variety of investment vehicles including stocks, bonds, mutual funds, Exchange Traded Funds (ETF’s), structured products, tax enhanced investment vehicles.o Through detailed research, was able to uncover several winning investments, which appreciated well beyond my clients' expectations. o Built the portfolio of business with organic growth, through client referrals and a high client retention.o Strong customer and colleague feedback alike; 'Paul is a sheer pleasure to work with', 'Where Paul goes, my business goes', 'he really cares about me and my investments'.o Unique ability to relate equally well to high net worth individuals in boardroom settings to families and individual investors, all through a charismatic rapport, passion and genuine empathy. Proud to say that many of my clients, have evolved into my friends.o High ethics and integrity - able to maintain both a high level of customer service and a positive track record.