BA, EPC, CIM®
Conseiller en gestion de patrimoine principal et gestionnaire de portefeuille principal
As Senior Wealth Advisor and Senior Portfolio Manager, Paul is responsible for all advisory aspects of client relationships. As co-founder of Shipton Duric & Associates, Paul is responsible for strategic direction and business development for the practice.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.