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Bachelor of Science (University of Toronto, 1984)
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TSE Operations Courses (1985)
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Investment Funds Institute of Canada Course (1992)
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Partner, Money Concepts – Islington (1993 to1999)
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Money Concepts Canada Client Builder’s Award (1994)
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Life Underwriter’s Association Training Course (1996)
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Chartered Financial Planner (1997)
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Certified Financial Planner (1998)
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Registered Health Underwriter (1999)
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Founding Partner, BCO Wealth Management (1999 to present)
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Certified Divorce
Specialist - USA (2003)
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Financial Divorce
Specialist - Canada (2003)
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Hedge Funds Course -
Canadian Securities Institute (2003)
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Co-sponsored Metro
Toronto Junior Chamber of Commerce 911 Emergency Service Awards
Coach, North York Knights Hockey League, (1991 to 2008)
Coach, Hillcrest Village Girls Hockey League, (2003 to 2010)
20 plus years active member of The Knights of Columbus fraternal and
service club serving in different capacities including Treasurer and
Chairman of Fundraising for Charities
Chairman, Knights Basketball Free Throw Competition for 3 area schools
(1998 to present)
Member, Board of Directors, Catholic Family Services of Toronto (2000 to
2009)
President, Catholic Family Services of Toronto (2007 to 2008)
Member, Board of Directors, Catholic Family Services of Toronto
Foundation (2009 to present)
Past elected member of his Church Council
Member, Canadian Motorcycle Cruisers, York Region (2009 to present)
Paul, his wife Joan and their children have continued to make Thornhill
their home since 1987
TESTIMONIALS
Paul
has worked diligently in advising and preparing a complete and
comprehensive financial plan for my family.
His insight in financial matters has resulted in us making informed
decisions about our finances.
Bart
J. Calderone, CMA
Director,
Financial Planning, Budgeting and Analysis
Ontario Lottery and
Gaming Corporation
Over
the years we have come to know and trust Paul to handle our personal
estate and insurance planning needs in a responsible and professional
manner.
Andrew
Ecclestone, Investment Officer
Independent
Order of Foresters
Willowdale
Paul
is an extraordinary financial advisor.
He has taken special care with my personal and corporate planning.
Danny
Fantini, President
FDM
Contracting Co. Ltd.
Thornhill
Over
the many years I have known Paul he has proven himself to be a dependable,
trustworthy and conscientious individual.
My family has benefited often from his sound financial advice.
Robert
J. Knowlton, B.Sc., M.D., F.R.C.S. ( C )
Doctor
of Plastic and Reconstructive Surgery
Etobicoke
