Paul Santos

Associate Consultant

Paul brings over 20 years of corporate experience and a broad understanding of cash management, insurance, investment, tax, and retirement planning to provide an enhanced client experience. He enjoys helping clients achieve their goals and dreams through an in-depth analysis of their financial life.  Paul collaborates with the team to deliver personalized comprehensive financial plans and provide wealth management solutions that create certainty in all areas of their client’s financial future.

Paul and his wife live in Mississauga with their 3 teenagers and goldendoodle. They are a busy baseball and softball family and spend much of their free time supporting their children at the baseball diamond.