Paul Edmiston, CFP®
Senior Wealth AdvisorWe have a team approach to ensure that you receive the highest level of service and financial peace of mind. We are responsible for analyzing your personal financial situation and creating a comprehensive or modular financial plan which outlines various strategies to help you achieve your goals. Working with our Professional Advisory Board, we coordinate & implement all aspects of your overall financial plan. By adhering to the Portfolio Management System, we provide our clients the discipline needed to be a successful investor.
Paul has 32 years of experience & is financial & estate planning professional. He has completed the Certified Financial Planners course(CFP®) and the Elder Planning Counselor Course (EPC). Along with his team, he has operated the London IPC office for the past 15 years, locally known as Forest City Wealth Management Inc.
Paul will analyze your personal financial situation & create a Personal Wealth Management Strategy™ to help you achieve your goals.
Insurance products available through Paul Edmiston.