Chairman & CEO, IDC WIN
Chairman & Chief Executive Officer, WFM
Managing Director, WWM
As Chairman and Chief Executive Officer (CEO), Paul is responsible for strategically expanding Worldsource Financial Management's overall wealth management platform for independent advisors. As Managing Director of Worldsource Wealth Management (WWM), Paul plays a principal role in ensuring the overall collaboration of WWM's subsidiaries - to support and complement the needs of entrepreneurial advisors from each sector.
Paul brings extensive executive experience in the financial services sector to WFM. Most recently he was President and CEO of Barrington Wealth Partners Inc. Prior to Barrington, over a period of more than 10 years, he built a successful insurance distribution business, The Independent Brokerage Group, which was acquired by Hub International Ltd. in 1999. Paul also served as Chairman and CEO of Hub Financial Inc., one of the country's largest life insurance distributors.
Paul has an Economics degree from The University of Western Ontario. He also has his CLU and ChFc designations.