Paul Scully, CIM, FCSICertified Financial Planner
Paul takes a personalized approach to helping his clients achieve their goals. Taking the time to get to know and understand his clients' objectives is of utmost importance. Using comprehensive financial planning, Paul guides his clients through a myriad of financial matters including portfolio management, retirement, insurance, estate and tax planning.
Paul has 15 years experience as a financial advisor. He graduated from the University of Ottawa with a degree in Economics. His qualifications include Certified Financial Planner (CFP®), Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Branch Managers' Course and Level 2 Life Insurance Agent.
Born and raised in Ottawa, Paul is married with two children. He enjoys a wide range of sports and has participated in various triathlons over the last decade.
Insurance products available through Paul Scully.