We'd love to meet with you.
Please click here to schedule
an appointment now!
It is our promise that clients who come to us will leave better off. We will exceed expectations with our service, honesty, integrity and always put their needs before ours. We will offer you a financial experience that is enjoyable, understandable and empowers your family to live their dreams and sleep with peace of mind. Investing in the Power of Two will be the best decision you ever make for yourself and your family.
Paul is an experienced and knowledgeable Certified Financial Planner (CFP), Chartered Life Underwriter(CLU) and Certified Health Insurance Specialist (CHS) who has been successfully helping clients since 2001. He is bilingual and is skilled at taking complicated financial puzzles and finding easy to understand solutions to maximize efficiencies. Paul takes his fiduciary responsibility to heart always putting clients before himself with the ultimate goal of building strong lasting relationships by providing the highest quality service and products in a non-pressure setting using a holistic approach to meet financial needs. His dedication extends to the community where he is an active member of many charitable endeavours.
Jason is a certified financial planner (CFP) and chartered Life Underwriter (CLU) to help with clients wealth and estate planning. He is bilingual and has been in the financial industry since 2001.
Jason is registered to provide investment advice through Aligned Capital Partner Inc. (ACPI). ACPI provides access to mutual funds, ETFs, stocks, securities, debentures, GIC's and other investment products to serve his clientele. Click here for more information
His fiduciary responsibility to his clients is sacred as he believes in transparency and always putting the clients interest above all. He follows best practice tactics and is always quick to answer any questions or concerns. Whether just providing a second opinion regarding your portfolio or a complex review, you can always expect Jason to be honest and forthcoming. He dedicates much to the community and loves sharing ideas and making purposeful relationships.
Nairn Gillard has been working in the insurance and investment industry for fourteen years as an administrative assistant and office manager. She prides herself on her attention to detail, and her ability to create strong working relationships. Nairn provides customers with a friendly and caring environment, and is always willing to go the extra mile.