Paul Bar:

(905) 709-4914

Lori Coverdale:

(416) 898-1578

Ross O’Doherty:

(647) 298-6760

Professional Background: 

•   Bachelor of Commerce with Honours (Queen’s University, 1987)

•   Chartered Accountant (Institute of Chartered Accountants of Ontario, 1990)

•   Certified Financial Planner (Financial Planners Standards Council of Canada, 2000)

•   Investment Funds Institute of Canada Course – Honours (1996)

•   Life Underwriters Association Training Course (1996)

•   7 years of financial planning experience

•   6 years of corporate planning experience

•   7 years public accounting experience with KPMG, primarily working with owner managed

•   businesses, providing various services including audits, tax planning, financial reviews and

•   consulting     

•   Founding partner, BCO Wealth Management (1999 to present)

Memberships: 

• Licensee of Financial Planners Standards Council of Canada

• Member of Institute of Chartered Accountants of Ontario

Community Interests: 

• Treasurer of local public school advisory council

• Past elected member of Horizons for Youth Board of Directors

•  Past elected member of Church Council

• Married with family, residing in Etobicoke