Office: | 905-730-9380 |
With her 20+ years of Corporate experience behind her, she took her love of helping people to her current role as a Financial Security Advisor. She is passionate about her clients and helping to understand their values and goals. This understanding allows her to create financial plans that will ensure her clients’ financial goals are met. She maintains long-lasting relationships through strong bonds built on trust and respect.
Paula specializes in helping clients move from the corporate world to being self-employed, as well as on prospecting for new clients, staying motivated in moving towards your goals, and finding success in your field. Her honesty and openness have led to lasting friendships with her existing clients. She thrives on working with individuals and small business owners, helping them to plan and implement wealth management strategies, retirement strategies, and estate maximization.
Paula lives in The Township of Norwich where she proudly serves as a Volunteer Fire Fighter. Community involvement and giving back is an important part of Paula’s life. She was awarded a Canada Life Community Builder Award in early 2022.