Paul Sabat, Cfp, Clu, Gba

Paul Sabat, Cfp, Clu, Gba Email and Phone Number

Founder and President @ Summit Wealth Advisory Group Inc.
Toronto, ON, CA
Paul Sabat, Cfp, Clu, Gba's Location
North York, Ontario, Canada, Canada
Paul Sabat, Cfp, Clu, Gba's Contact Details

Paul Sabat, Cfp, Clu, Gba work email

Paul Sabat, Cfp, Clu, Gba personal email

n/a
About Paul Sabat, Cfp, Clu, Gba

After graduating from York University with a degree in Economics, Paul immediately joined the Financial Advisory community. Paul’s experience includes work with financial and insurance institutions in various leadership roles.Paul’s passion for helping people led him to the decision to establish Summit Wealth Advisory Group Inc. in 2010 and acquired a 25-year veteran adviser’s business. His honest and candid approach encouraged three additional advisers to entrust him with their clients when looking for a successor.Paul is routinely asked to speak to various events and Universities to share his experience and knowledge. He has served on the Board of Directors of Advocis, appeared on television and National newspapers and continues to volunteer his time as an Ambassador for the Financial Planning Standards Council. He holds the Certified Financial Planner (CFP™), and Chartered Life Underwriter (CLU™) designations.Paul is also a certified level two coach (National Coach Certification Program) and currently coaches minor hockey and soccer.

Paul Sabat, Cfp, Clu, Gba's Current Company Details
Summit Wealth Advisory Group Inc.

Summit Wealth Advisory Group Inc.

View
Founder and President
Toronto, ON, CA
Website:
summitwealth.ca
Employees:
8
Paul Sabat, Cfp, Clu, Gba Work Experience Details
  • Summit Wealth Advisory Group Inc.
    Founder And President
    Summit Wealth Advisory Group Inc.
    Toronto, On, Ca
  • Summit Wealth Advisory Group Inc.
    Founder & President
    Summit Wealth Advisory Group Inc. Jun 2010 - Present
    We work very closely with our clients to develop holistic Financial Plans geared towards protecting the wealth they have today and the wealth they will create tomorrow.
  • The Consulting House Inc.
    Managing Partner
    The Consulting House Inc. Mar 2002 - Present
    Ontario, Canada
  • Advocis
    Member Of The Board
    Advocis Nov 2010 - Nov 2013
    Toronto, Canada Area
    Second Vice President - Membership Chair
  • Great-West Life
    Regional Manager, Investments
    Great-West Life Oct 2008 - Jun 2010
    Lead Investment Distribution for the Greater Toronto Area overseeing the largest region in Canada.Provided advanced training, consultation and investment support to Financial Advisors working in the affluent market.
  • Great-West Life
    Manager, Life Insurance Marketing
    Great-West Life Mar 2005 - Nov 2008
    Was the advisor to the advisors in the High Net Worth market, working primarily on tax efficient intergenerational wealth transfer, enhanced retirement scenarios and philanthropy.Also provided advanced case consultation, training and joint sales support to Financial Advisors working exclusively in the high net worth market.
  • Td Canada Trust
    Financial Advisor
    Td Canada Trust 1997 - 2002
    Provided professional financial advice and planning to the branches top 200 clients in the areas of investment and lending.

Paul Sabat, Cfp, Clu, Gba Skills

Estate Planning Strategic Financial Planning Investments Retirement Insurance Retirement Planning Financial Advisory Financial Planning Wealth Finance Life Insurance Critical Illness Mutual Funds Wealth Management Employee Benefits Disability Insurance Leadership Investment Strategies Financial Planners Pensions Investment Advisory Wealth Accumulation Fixed Annuities Asset Allocation Retirement Income Planning Succession Planning

Paul Sabat, Cfp, Clu, Gba Education Details

  • The Institute For Advanced Financial Education
    The Institute For Advanced Financial Education
    Advanced Estate Planning
  • Fp Canada
    Fp Canada
    Financial Planning
  • St. Jean-De Brebeuf Collage
    St. Jean-De Brebeuf Collage

Frequently Asked Questions about Paul Sabat, Cfp, Clu, Gba

What company does Paul Sabat, Cfp, Clu, Gba work for?

Paul Sabat, Cfp, Clu, Gba works for Summit Wealth Advisory Group Inc.

What is Paul Sabat, Cfp, Clu, Gba's role at the current company?

Paul Sabat, Cfp, Clu, Gba's current role is Founder and President.

What is Paul Sabat, Cfp, Clu, Gba's email address?

Paul Sabat, Cfp, Clu, Gba's email address is pa****@****55f.com

What schools did Paul Sabat, Cfp, Clu, Gba attend?

Paul Sabat, Cfp, Clu, Gba attended The Institute For Advanced Financial Education, Fp Canada, St. Jean-De Brebeuf Collage, York University.

What are some of Paul Sabat, Cfp, Clu, Gba's interests?

Paul Sabat, Cfp, Clu, Gba has interest in Coaching, Education, Reading, Golf, Hockey, Health.

What skills is Paul Sabat, Cfp, Clu, Gba known for?

Paul Sabat, Cfp, Clu, Gba has skills like Estate Planning, Strategic Financial Planning, Investments, Retirement, Insurance, Retirement Planning, Financial Advisory, Financial Planning, Wealth, Finance, Life Insurance, Critical Illness.

Who are Paul Sabat, Cfp, Clu, Gba's colleagues?

Paul Sabat, Cfp, Clu, Gba's colleagues are Bonnie Woo, Andrew Pilla, Cfp, Kamila Santos, Havilland Day.

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