Mathieu Paradis, B.Comm.,CFP® , CIM®, CLU, FMA

Mathieu Paradis, B.Comm., CFP® , CIM®, CLU, FMAInvestment Advisor and CERTIFIED FINANCIAL PLANNER®
Scotia Capital Inc.

Mathieu entered the financial industry in 2002 and his passion and skill for crafting financial plans and managing investments led him to join Wealth Strategies. Mathieu is a rare find in that he has over ten years of industry experience, extensive education and most importantly, many years ahead to work with his clients.

Mathieu works primarily with households that have over $350,000 of investment assets.

Mathieu has quickly become a sought after financial planning expert and has appeared in publications such as the Ottawa Citizen, Globe and Mail, Canadian Business, Advisor's Edge, Advisor.ca and on CBC Radio One.

Believing in his community, Mathieu is a frequent platelet donor and has been involved with Special Olympics, the Shepherds of Good Hope Soup Kitchen, and the Exceptional People's Olympiad. In 2009 Mathieu was selected as an assistant coach for track and field at the Special Olympics Ontario Summer Games. Mathieu married his wonderful wife Julie in 2010 and they are fortunate to enjoy life’s daily adventures with their two children Quinlyn and Everett.

Education and designations:

  • Chartered Investment Manager, CIM®
  • CERTIFIED FINANCIAL PLANNER, CFP®
    • Comprehensive financial planning
  • Chartered Life Underwriter, CLU
    • Advanced estate and insurance planning
    • John Tory Award, top CLU exam marks in the country
  • Financial Management Advisor, FMA
    • Advanced planning for high net worth individuals
  • Bachelor of Commerce, Finance, University of Ottawa
    • University of Ottawa Gold Medal, top graduate

Contact Mathieu

 

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection

Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc.

Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™Trademark of the Bank of Nova Scotia, used under license.

Wealth Strategies is a personal trade name of Robert Abboud and Mathieu paradis

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the

advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

This article was prepared solely by Robert Abboud and/or Mathieu Paradis who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian

Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of

Robert Abboud and/or Mathieu Paradis alone and not those of HollisWealth.

                                              

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved