Before joining Canaccord I was at HSBC Investments. Prior to that I worked for a Chartered Accounting firm responsible for personal and small business tax. I hold a Bachelor of Business Administration in Economics and Finance from Simon Fraser University and am committed to continuous education having completed various courses through the Canadian Securities Institute with plans of finishing an MBA. I am also active in my community playing competitive soccer and helped coach various soccer teams.
Paul holds a certification as a Chartered Life Underwriter and has over 19 years in sales and management experience. Before joining Canaccord, Paul founded a Tax and Estate Planning company which focused on unique and advanced planning techniques.
Advising on both your personal and business situations, Paul develops tailored wealth strategies to achieve substantial wealth enhancement, tax reduction and tax-efficient income in retirement.
A recent graduate from bachelors in journalism and contemporary history in London, Hannah handles all the office administration and client coordination as well as assisting in research. She is working towards getting her license to trade.
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