Grow Your Wealth - Manage Your Risk - Preserve Your Lifestyle

About Paul Kalmin, BA, CFP

In order to meet their unique needs and challenges, different solutions are often required.

Over the past 20 years I have been helping people reach their financial goals.  I am a Certified Financial Planner. I became an Independent Financial Planner to provide broader financial planning advice to my clients and to give me the flexibility to accommodate their hectic schedules.

The comprehensive advice that I provide covers a wide spectrum including Investment Planning, Insurance Planning, Retirement Planning, Tax & Estate Planning, & Educational Savings Planning.

Through my affiliation with a network of highly skilled professionals, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of my clients’ lives.

I provide my clients with a formal plan that integrates all aspects of their financial well-being, enabling them to grow their wealth, manage their risk and preserve their lifestyle.

Prior to becoming an Independent Financial Planner, I was a Manager in the Private Wealth department of a major Canadian Mutual Fund company. My role at that time was to give advice to their higher net worth clientele.It is there that I began to foster close relationships with my clients and further develop the skills that are required to be successful within the Financial Planning field.

My commitment to continuing education and professional development allows me to stay current with industry standards and provide my clients with valuable insight on tax minimization strategies, estate planning, investment options and insurance strategies