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"A number of years ago, I was referred to Paul for insurance and financial planning advice by a business associate and friend. Actions speak louder than words so the fact that on several occasions I have referred Paul to family and friends others is the best recommendation I can give.
He is professional, knowledgeable, resourceful and takes the time to listen and understand your situation and objectives before making any recommendations."
Top qualities: Great Results, Personable, Expert
Dennis Mercado
Managing Director
Bishop and James Consulting Ltd
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"My wife and I are health care professionals in Halifax and do not have a pension to rely upon in our retirement. We had a lot of questions with regards to our future, our children's future and the succession of our business. We needed someone we could trust to educate us on the best options that were available for us keeping "our" goals and needs in mind. We had known Paul and his family through our business and had already built a trusting relationship in this regard. In the summer of 2010 when things looked extremely bleak, we took the step to ask Paul if he would help us with this very important task. He took the time to find out what we really wanted to achieve and educated us on the options that were available to us to reach those objectives.
We now have a solid plan and the products to support our business and family goals. Paul is always available to us and keeps us up to date on changes we may need or want to make to our existing portfolio. We really do appreciate Paul for all he has done for us and consider him a wonderful person to be associated with. We both would recommend Paul to anyone based on his kind, personal service and depth of knowledge in his field. His cards are always available at our reception"
Top qualities: Personable, Expert, High Integrity
Jason Fox
Owner
Glenbourne Chiropractic
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"Paul is very professional, he can understand your issue and simplify it to business actions that are really effective, a very good listener and with a broad knowledge, he is certainly a great business solution provider"
Top qualities: Expert, Good Value, High Integrity
Bassem El-Deraidy, MSc(Eng), CMC
Managing Partner
BD Consulting Inc,
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Paul was introduced to me by a family member as someone who could be trusted to provide solid insurance and financial planning advice. He helped clarify our objectives, analysed our situation and then provided a comprehensive solution that fit our budget.
I am glad I met him.
Top Qualities: Good value, High Integrity, Expert
Chung Tang
MoreCustomersOnline.ca
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When I was introduced to Paul by a business associate he said that most business owners are too busy working IN their business to work ON their business. I told him truer words were never spoken.
Paul has been able to work with me and my hectic schedule to help me with my financial security planning. He is very knowledgeable, thorough and takes the time to listen to my objectives before recommending action.
Top Qualities: Personable, Expert, High Integrity
Alex Theoharopoulos
President
Revma Electric Ltd.