Paul Duff
CIMMD
Conseiller en placement principal
CIMMD
Conseiller en placement principal
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Paul started in wealth management over 20 years ago, helping clients identify their financial needs across various life stages. He’s worked through numerous business cycles, from the Global Financial Crisis to today, giving him a deep understanding of the shared concerns amongst clients and what keeps them up at night. Paul’s calm demeanour and industry knowledge brings comfort to his clients as they look for clarity when navigating today’s volatile markets.
Paul has a Bachelor of Management degree from the University of Lethbridge, which he completed while building out a graphics design company that was transacting in over 17 countries. After selling the business, he returned to his hometown of Calgary and began working in the banking industry where the pursuit of a career in investments was sparked. Paul has since obtained his Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute and continues to further his learning through various related courses.
When not in the office, Paul and his wife Susan are tending to their three young daughters and their new shar-pei puppy Pango. Together as a family, they enjoy spending time at the lake, exploring the many parks of Calgary, and taking trips to the mountains as often as possible.
Nous avons connaissance de la panne de service toujours en cours de Microsoft qui pourrait toucher les fonctionnalités de messagerie et de calendrier d'Outlook. Par conséquent, certains messages ou invitations de Calendrier pourraient être retardés ou ne pas pouvoir être acheminés. Si vous devez joindre votre conseiller/conseillère ou votre gestionnaire de portefeuille, veuillez communiquer avec lui/elle par l’entremise de Microsoft Teams ou par appel téléphonique direct. Vous trouverez les coordonnées de votre conseiller/conseillère ou de votre gestionnaire de portefeuille ici. Veuillez noter que tous les autres systèmes opérationnels fonctionnent normalement.
Nous vous invitons à faire preuve de vigilance en cas d’interruption de service, car des individus malveillants pourraient tenter de tirer profit de ces situations au moyen de courriels, de messages textes ou d’appels téléphoniques relevant de l’hameçonnage. Veuillez noter que Wellington-Altus ne vous demandera jamais, par courriel ou par message texte, de communiquer vos mots de passe, vos identifiants de compte ou des renseignements personnels sensibles, comme votre numéro d’assurance sociale (NAS).