Director of The Fine Wine Reserve and a shareholder.
Paul is Partner & Co-Founder of Milestone Investment Counsel Inc., providing portfolio management and investment advice to over 150 clients. A CFA, Paul has over 20 years' experience in private wealth management, including knowledge of the legal and tax complexities of trust law. Prior to starting Milestone, he was Senior Portfolio Manager, Metropolitan Toronto Region at CT Private Investment Counsel Inc. (a division of Canada Trust) where he personally managed large, complex private client portfolios totaling $150 million. In addition, he was responsible for an investment staff of 18 people who managed approximately $1.5 billion of assets in both Agency and Trust accounts. Paul is a graduate of The University of Western Ontario..