Paul Thomas Cfp, Cim, Fma, Fcsi

Paul Thomas Cfp, Cim, Fma, Fcsi Email and Phone Number

I help incorporated professionals and business owners minimize the impact of taxes. @ Marnoa Private Wealth of Raymond James Ltd.
Paul Thomas Cfp, Cim, Fma, Fcsi's Location
Waterloo, Ontario, Canada, Canada
Paul Thomas Cfp, Cim, Fma, Fcsi's Contact Details

Paul Thomas Cfp, Cim, Fma, Fcsi work email

Paul Thomas Cfp, Cim, Fma, Fcsi personal email

n/a
About Paul Thomas Cfp, Cim, Fma, Fcsi

Paul's professional qualifications are extensive. He is the holder of numerous professional designations including:* Certified Financial Planner* Canadian Investment Manager* Financial Management Advisor* Fellow of the Canadian Securities InstitutePaul's experience spans more than 20 years in financial services.Specialty: * Advise professionals how to tax shelter passive income inside their professional corporations and withdraw income from it in a tax-efficient manner at retirement.Disclaimer: http://bit.ly/1nspoNn/*********/http://bit.ly/1nspoNn

Paul Thomas Cfp, Cim, Fma, Fcsi's Current Company Details
Marnoa Private Wealth of Raymond James Ltd.

Marnoa Private Wealth Of Raymond James Ltd.

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I help incorporated professionals and business owners minimize the impact of taxes.
Paul Thomas Cfp, Cim, Fma, Fcsi Work Experience Details
  • Marnoa Private Wealth Of Raymond James Ltd.
    Certified Financial Planner
    Marnoa Private Wealth Of Raymond James Ltd. Jul 2023 - Present
    Waterloo, Ontario, Canada
    * Provide tax-efficient investing for incorporated professionals and business owners.* Provide comprehensive financial plans.
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  • Manulife Securities Incorporated
    Financial Advisor
    Manulife Securities Incorporated 2004 - Jun 2023
    Kitchener, Canada Area
    * Provide tax-efficient investing for incorporated professionals and business owners.* Provide comprehensive financial plans.
  • Manulife Securities Insurance Inc.
    Life Insurance Advisor
    Manulife Securities Insurance Inc. 2004 - Jun 2023
    Kitchener, Canada Area
    * Ensure appropriate Insurance strategies are implemented to protect shareholders and provide tax and estate planning savings.
  • Md Financial Management | Gestion Financière Md
    Senior Financial Consultant
    Md Financial Management | Gestion Financière Md 1997 - 2004
    Kitchener, Canada Area
    * Advised and provided detailed financial plans to physicians and their families.
    View

Paul Thomas Cfp, Cim, Fma, Fcsi Education Details

Frequently Asked Questions about Paul Thomas Cfp, Cim, Fma, Fcsi

What company does Paul Thomas Cfp, Cim, Fma, Fcsi work for?

Paul Thomas Cfp, Cim, Fma, Fcsi works for Marnoa Private Wealth Of Raymond James Ltd.

What is Paul Thomas Cfp, Cim, Fma, Fcsi's role at the current company?

Paul Thomas Cfp, Cim, Fma, Fcsi's current role is I help incorporated professionals and business owners minimize the impact of taxes..

What is Paul Thomas Cfp, Cim, Fma, Fcsi's email address?

Paul Thomas Cfp, Cim, Fma, Fcsi's email address is pa****@****ties.ca

What schools did Paul Thomas Cfp, Cim, Fma, Fcsi attend?

Paul Thomas Cfp, Cim, Fma, Fcsi attended The University Of Western Ontario.

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