Certified Financial Planner
Current* Provide tax-efficient investing for incorporated professionals and business owners.* Provide comprehensive financial plans.
Jul 2023 - Present
AeroLeads people directory · profile
Paul Thomas Cfp, Cim, Fma, Fcsi Email & Phone Number
I help incorporated professionals and business owners minimize the impact of taxes.
at
Marnoa Private Wealth of Raymond James Ltd.
1 work email found
@manulifesecurities.ca
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
I help incorporated professionals and business owners minimize the impact of taxes.
Location
Waterloo, Ontario, Canada
Who is Paul Thomas Cfp, Cim, Fma, Fcsi? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Paul Thomas Cfp, Cim, Fma, Fcsi is listed as I help incorporated professionals and business owners minimize the impact of taxes. at Marnoa Private Wealth of Raymond James Ltd., based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at manulifesecurities.ca and a matched LinkedIn profile for Paul Thomas Cfp, Cim, Fma, Fcsi.
Paul Thomas Cfp, Cim, Fma, Fcsi previously worked as Certified Financial Planner at Marnoa Private Wealth Of Raymond James Ltd. and Financial Advisor at Manulife Securities Incorporated. Paul Thomas Cfp, Cim, Fma, Fcsi studied at The University Of Western Ontario.
Company email context
Email format at Marnoa Private Wealth of Raymond James Ltd.
This section adds company-level context without repeating Paul Thomas Cfp, Cim, Fma, Fcsi's masked contact details.
*@manulifesecurities.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Paul Thomas Cfp, Cim, Fma, Fcsi. Compare company email patterns before reaching out.
Profile bio
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
Current workplace
Paul Thomas Cfp, Cim, Fma, Fcsi's current company
Company context helps verify the profile and gives searchers a useful next step.
Marnoa Private Wealth Of Raymond James Ltd.
AeroLeads page
4 roles · 29 years
Paul Thomas Cfp, Cim, Fma, Fcsi work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Manulife Securities Incorporated
* Provide tax-efficient investing for incorporated professionals and business owners.* Provide comprehensive financial plans.
2004 - Jun 2023
Life Insurance Advisor
Manulife Securities Insurance Inc.
* Ensure appropriate Insurance strategies are implemented to protect shareholders and provide tax and estate planning savings.
2004 - Jun 2023
Senior Financial Consultant
* Advised and provided detailed financial plans to physicians and their families.
1997 - 2004
~7 yrs
1 education record
Paul Thomas Cfp, Cim, Fma, Fcsi education
FAQ
Frequently asked questions about Paul Thomas Cfp, Cim, Fma, Fcsi
Quick answers generated from the profile data available on this page.
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 Marnoa Private Wealth of Raymond James Ltd.?
Paul Thomas Cfp, Cim, Fma, Fcsi is listed as I help incorporated professionals and business owners minimize the impact of taxes. at Marnoa Private Wealth of Raymond James Ltd..
What is Paul Thomas Cfp, Cim, Fma, Fcsi's email address?
AeroLeads has found 1 work email signal at @manulifesecurities.ca for Paul Thomas Cfp, Cim, Fma, Fcsi at Marnoa Private Wealth of Raymond James Ltd..
Where is Paul Thomas Cfp, Cim, Fma, Fcsi based?
Paul Thomas Cfp, Cim, Fma, Fcsi is based in Waterloo, Ontario, Canada while working with Marnoa Private Wealth of Raymond James Ltd..
What companies has Paul Thomas Cfp, Cim, Fma, Fcsi worked for?
Paul Thomas Cfp, Cim, Fma, Fcsi has worked for Marnoa Private Wealth Of Raymond James Ltd., Manulife Securities Incorporated, Manulife Securities Insurance Inc., and Md Financial Management | Gestion Financière Md.
How can I contact Paul Thomas Cfp, Cim, Fma, Fcsi?
You can use AeroLeads to view verified contact signals for Paul Thomas Cfp, Cim, Fma, Fcsi at Marnoa Private Wealth of Raymond James Ltd., including work email, phone, and LinkedIn data when available.
What schools did Paul Thomas Cfp, Cim, Fma, Fcsi attend?
Paul Thomas Cfp, Cim, Fma, Fcsi studied at The University Of Western Ontario.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial