Insurance Advisor
Habourfront Estate Panning Service Inc.
AeroLeads people directory · profile
Paul Polyviou, Cfp, Clu, Cim Email & Phone Number
Insurance Advisor
at
Habourfront Estate Panning Service Inc.
1 work email found
@manulifesecurities.ca
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Insurance Advisor
Location
Toronto, Ontario, Canada
Who is Paul Polyviou, Cfp, Clu, Cim? Overview
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Quick answer
Paul Polyviou, Cfp, Clu, Cim is listed as Insurance Advisor at Habourfront Estate Panning Service Inc., based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at manulifesecurities.ca and a matched LinkedIn profile for Paul Polyviou, Cfp, Clu, Cim.
Paul Polyviou, Cfp, Clu, Cim previously worked as Senior Financial Advisor and Financial Planner at Manulife Wealth and Senior Financial Advisor & Financial Planner at Manulife Wealth. Paul Polyviou, Cfp, Clu, Cim studied at George Brown College.
Company email context
Email format at Habourfront Estate Panning Service Inc.
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*@manulifesecurities.ca
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AeroLeads found 1 current-domain work email signal for Paul Polyviou, Cfp, Clu, Cim. Compare company email patterns before reaching out.
Profile bio
About Paul Polyviou, Cfp, Clu, Cim
Paul Polyviou, CFP, CLU, CIMSenior Financial Advisor - Manulife Wealth Inc. | Life Insurance Advisor - Manulife Wealth Insurance Services Inc._____________________Since 2003, I have defined personal financial planning as a process of determining an individual’s or family’s financial goals, purpose in life, and life’s priorities. After considering their resources, risk profile, and current lifestyle, a detailed and realistic plan is prepared to help meet those goals. My designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM) reinforce my ability to provide ongoing comprehensive financial planning advice in the areas of investing, retirement, tax, insurance, and estate planning. By specializing in these, I am better positioned to assist my clients in achieving their financial objectives.My team and I strive to ensure excellent service is received by all clients and seek to educate and provide timely information on a consistent basis.https://financialguardian.ca/
Listed skills include Retirement Planning, Estate Planning, Risk Management, Personal Financial Planning, and 13 others.
Current workplace
Paul Polyviou, Cfp, Clu, Cim's current company
Company context helps verify the profile and gives searchers a useful next step.
Habourfront Estate Panning Service Inc.
AeroLeads page
6 roles
Paul Polyviou, Cfp, Clu, Cim work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor And Financial Planner
Senior Financial Advisor & Financial Planner
Manulife Wealth Inc."I am very lucky to be doing what I love. I get to help people achieve their financial goals. In fact, the best part is trying to figure out all the different ways I can do that."Mission: "I understand the importance of planning a future for you and your family while making sure you can enjoy it every step of the way. I will invest the time needed to get to know you, helping you define and achieve all of your financial goals.""I am experienced in generating tax-efficient income and implementing strategies to transfer wealth to successive generations in order to relieve both current and future financial stresses. My team and I like to think of ourselves as an extended member of your family – helping to guide you throughout life’s journey."_________________Investment dealer dealing representatives (“Investment Advisor”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Please confirm with your Advisor which company you are dealing with for each of your products and services.
Life Insurance Advisor
Manulife Wealth Insurance Services Inc.
I offer Life Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Group Benefits, Individual Health and Dental Plans, Health Spending Accounts (HSA) or Private Health Spending Plans (PHSP).___________Insurance products are offered through Manulife Wealth Insurance Services Inc.
Financial Planner
I offer portfolio evaluations/ second opinions on your investments to ensure it is diversified and it is geared towards meeting your goals. Fee based Advice as well as Separately Managed Accounts (SMA's) are also available.Wellington West Financial Services Inc. was purchased by National Bank
Nov 2009 - Nov 2012
Financial Advisor
Offer Registered Retirement Savings Plans (RRSP), Registered Retirement Income Fund (RRIF),Registered Education Savings Plans RESP, Tax Free Savings Accounts (TFSA), Registered Disability Savings Plans (RDSP), Locked In Retirement Accounts (LIRA), Life Income Fund (LIF), Individual Pension Plan (IPP), Retirement Compensation Arrangement (RCA)Brownstone Investment Planning Inc. was purchased by Wellington West Financial Services Inc.
May 2003 - Oct 2009
2 education records
Paul Polyviou, Cfp, Clu, Cim education
Education record
Education record
R.H. King Academy
FAQ
Frequently asked questions about Paul Polyviou, Cfp, Clu, Cim
Quick answers generated from the profile data available on this page.
What company does Paul Polyviou, Cfp, Clu, Cim work for?
Paul Polyviou, Cfp, Clu, Cim works for Habourfront Estate Panning Service Inc..
What is Paul Polyviou, Cfp, Clu, Cim's role at Habourfront Estate Panning Service Inc.?
Paul Polyviou, Cfp, Clu, Cim is listed as Insurance Advisor at Habourfront Estate Panning Service Inc..
What is Paul Polyviou, Cfp, Clu, Cim's email address?
AeroLeads has found 1 work email signal at @manulifesecurities.ca for Paul Polyviou, Cfp, Clu, Cim at Habourfront Estate Panning Service Inc..
Where is Paul Polyviou, Cfp, Clu, Cim based?
Paul Polyviou, Cfp, Clu, Cim is based in Toronto, Ontario, Canada while working with Habourfront Estate Panning Service Inc..
What companies has Paul Polyviou, Cfp, Clu, Cim worked for?
Paul Polyviou, Cfp, Clu, Cim has worked for Habourfront Estate Panning Service Inc., Manulife Wealth, Manulife Wealth Insurance Services Inc., and National Bank Of Canada.
How can I contact Paul Polyviou, Cfp, Clu, Cim?
You can use AeroLeads to view verified contact signals for Paul Polyviou, Cfp, Clu, Cim at Habourfront Estate Panning Service Inc., including work email, phone, and LinkedIn data when available.
What schools did Paul Polyviou, Cfp, Clu, Cim attend?
Paul Polyviou, Cfp, Clu, Cim studied at George Brown College.
What skills is Paul Polyviou, Cfp, Clu, Cim known for?
Paul Polyviou, Cfp, Clu, Cim is listed with skills including Retirement Planning, Estate Planning, Risk Management, Personal Financial Planning, Wealth Management, Investment Strategies, Mutual Funds, and Critical Illness.
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