Experience

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  Zellers

  Jan 1976 - Jan 1977

  Assistant store manager
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  Prudential assurance

  Jan 1977 - Jan 1981

  Insurance agent

  Here we used a "Total Needs Analysis Approach" covering Living Too Long, Dying Too Soon or Getting Disabled along the way. To address any shortfalls, we offered a range of life and disability insurance plans, annuities, investment savings products, segregated funds and retirement accumulation and payout plans.

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  Manulife financial (north american life)

  Jan 1981 - Jan 1984

  Unit manager / advisor

  I was a Unit Manager and a member of the company's Financial Planning Division. In addition to designing financial plans for with my own clients, I was a resource for advisors as a Financial Planner, Retirement Planner and an Estate Planner.My role also involved recruiting and training financial advisors in retirement, insurance, estate and financial planning.

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  Canada life

  Jan 1984 - now

  Branch manager

  In this role, I had overall responsibility for the agency including recruiting, training and production. As a team, we achieved significant compound growth resulting in awards and a cover story in the company magazine.We expected every financial advisor to identify business owners to work with and then provided the resources so they could add value. I served a as resource for advisors as a Financial Planner, a Retirement Planner and an Estate Planner.From start-ups to well established multi-million dollar businesses, we provided financial planning, estate planning, business life insurance, retirement planning, family business succession planning, disability insurance, annuities and investment plans. Показати менше

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  Jpw.ca

  Oct 1996 - now

  Certified financial planner

  Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund salespeople, and insurance agents. The challenge is that with so many advisors offering well-meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased.Financial Planners understand how the "pieces of the puzzle" fit together.Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk.Paul, an experienced CFP. will refer /work with your CPA and other professionals. Taking the time to listen to understand. Показати менше

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  Legal shield & i.d. shield

  Nov 2019 - now

  Senior director
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  Prudential financial

  - Jan 1996

  District manager / sales manager

  I was transferred back to Halifax, Nova Scotia from Oshawa, Ontario as the District Manager for the province of Nova Scotia.My core responsibilities included recruiting, training and providing support for financial advisors and planners. I also served as a resource for advisors as a Financial Planner, Retirement Planner and an Estate Planner.

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  Freedom 55 financial

  - Apr 2010

  Director business development

  I was transferred back to Halifax as Nova Scotia District Manager for Prudential of America. The Canadian operations of Prudential were acquired by London Life (Freedom 55 Financial) in 1996.My title changed several times. However, my core responsibilities of recruiting, training and providing support for financial advisors and planners remained the same. I was a resource for advisors as a Financial Planner, a Retirement Planner and an Estate Planner.