CPA, CA, CFP, CIM, FCSImore
My goal is to provide clear, cost effective strategies to help you reach and maintain financial independence.
In professional financial planning, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing a clear, prudent return objective, and getting there with the least amount of risk.
My investment policy is based on realistic expectations with a long-term perspective and clearly defined goals. This is the foundation upon which our portfolios are developed and managed over time and through all market cycles. Recognizing that no two clients are alike, we develop an investment approach and financial plan that is geared to each individual client. Your investment portfolio takes into account your specific goals, your financial means and your risk tolerance.
Paul Belanger brings over 20 years of financial and investment management experience to assist his clients in defining and achieving their financial goals. His background, education and training enable him to offer a full range of services and products including retirement and estate planning services, individual financial planning, sophisticated equity strategies, fixed income investments, and the creation and preservation of wealth.
Paul spends his time maximizing the return on two commodities: time and money. He shares his time with his family, his community and his clients. Outside of the Office, Paul served on the Board of Governors for Nipissing University and has served on the Boards of Directors for the Near North Crime Stoppers, the North Bay Arts Centre (Capitol Centre), the North Bay chapter of the Canadian Mental Health Association, the Canadian Red Cross (London and Middlesex branch). The perspectives these roles provide are not lost when dealing with his clients. He strives to blend the art of human interaction with the science of financial management to reach the solutions best suited for each of his clients.
To learn more, call Paul today.