Paul Edmiston, CFP®Senior Wealth Advisor
We 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 20 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 my team, he has operated the London IPC office for the past 15 years.
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.