Paul Thomas
Paul Thomas, CFP®, FMA®, CIM®, FCSI® Financial Planner

As an industry veteran with more than 25 years in the financial services industry, Paul brings a wealth of experience and a deep understanding of complex tax issues to his clients. He is a highly specialized financial professional who excels in helping incorporated professionals optimize their tax savings by leveraging the benefits offered by professional corporations.

His professional qualifications are extensive and include certifications such as Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI).

Paul offers comprehensive reviews of existing professional corporation investments and provides valuable insights and practical recommendations to optimize tax efficiency. By capitalizing on these suggestions, clients can effectively reduce their taxes while optimizing their investment returns.

Paul's experience as a Senior Financial Consultant and Branch Manager at MD Management for over 6 years has uniquely positioned him to understand the specific needs of professionals within the medical community. This specialized experience enables Paul to offer tailored strategies and solutions to medical professionals, assisting them in achieving their long-term financial goals while navigating the intricacies of their unique financial circumstances.

Outside of the office, Paul and his wife Jane enjoy travelling, keeping active and spending time with family.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.