Paul Mowbray

With over 35 years of experience in wealth management, Paul’s expertise is grounded in his passion to provide exceptional client service and develop meaningful long-term relationships. Paul’s holistic approach reflects all aspects of a client’s financial life – to build personalized plans that consider wealth accumulation, asset preservation, and tax minimization.

As part of the client experience, Paul understands how important it is to “bring focus to the future,” and “build partnerships for life by having a deep relationship and understanding with key clients, which allows me to offer advice that leads to solutions, rather than products. My relationships are based on trust, integrity and mutual respect. I share the same values and lifestyle ideas as our clientele.”

An alumnus of Wilfrid Laurier University (BBA), Paul has his CERTIFIED FINANCIAL PLANNER^MD designation and has been selected to share his expertise in numerous publications and broadcasts on financial planning. Paul has been asked to sit on several boards, based upon his business acumen and strong voice supporting client issues. In 2011, he was awarded national “Advisor of the Year,” at his prior firm.

Paul works and lives in central Etobicoke. Throughout his career, Paul’s success in building valued relationships is also a testament to the continued support and inspiration from his wife Stacey. Paul and Stacey have two daughters and ski as a family every winter weekend at Alpine. When time permits, Paul enjoys playing golf at St. Georges, fly fishing, hockey, and loves to travel the world visiting international friends.