BA, CFP®, CLU®, CIM®
Senior Wealth Advisor
Paul founded Paul J. Greene & Company in 1974 and has maintained his rightful status of an industry leader in both insurance and financial services. Paul exemplifies the value of holistic wealth advice to individual clients.
After graduating from York University in 1974, Paul obtained several professional designations including; CFP® (Certified Financial Planner), CLU (Chartered Life Underwriter), and CIM® (Chartered Investment Manager). With over 40+ years of client services.
In Paul’s spare time he enjoys spending quality time with his wife, children, and grandchildren at their family cottage.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.