Wealth In Place Inc. - Duncan, British Columbia

Sarah B.

Paul has been an incredible asset in terms of our mid life financial planning, goal setting and retirement plans. He’s been very transparent and through in his investment advice, giving us valuable tools to plan, save and put away the right about in the right areas for this time in our busy lives raising teenage kids.

He also has been supportive to lend an ear when talking about other life events, job changes, times of stress over changes in the market and suggestions on real estate investing. Always willing to provide valuable and honest advice.

Working with Paul has been the best decision we have made and we are very excited to watch our investments grow with him on our side.

Ashley H.

Working with Paul over the past year has been an outstanding experience. From the very beginning, he demonstrated a high level of professionalism, transparency, and genuine care for our financial goals. As an independent advisor, he took the time to truly understand our situation and provided clear, thoughtful guidance every step of the way. Highly recommended!

Ben C.

Paul is a fantastic financial advisor. Straight forward and easy to understand financial advice. As a young person with minimal financial experience trying to get a start on investing and planning for my families future, Paul was a wealth of knowledge and experience needed to start pur financial journey.

Bob B.

Our experience with Paul from Wealth in Place Inc. has been amazing. He came highly recommended and did not disappoint. Paul completed a thorough review of our financial portfolio and has made sound investment recommendations that has given us the confidence that we are in great hands. We have learned more with him over the past year than with any of our financial advisors over the past 20 years combined.

David &. L. G.

We met Paul, when we moved to BC. We did not have a lot of financial knowledge, but Paul helped us with our investments. When Paul left the bank to go out on his own, we did not hesitate to follow. He has so much knowledge and shares it willingly. We have been with Paul, for several years now, and it was one of our best decisions we have ever made. He is just so easy to talk to and he has a special knack of explaining facts, so that they are understandable. Meet up with Paul and I guarantee you not be disappointed.

Sue P.

I have enjoyed working with Paul with many aspects of my financial planning. He is extremely knowledgeable, caring and forward thinking to give me security and comfort in my financial dealings. I recommend anyone considering a financial planner, to call Paul. You will not be disappointed, he has your best interests at the forefront.

TJ M.

Paul has been our trusted financial adviser for many years, he has always been extremely patient and taken time to answer questions and explain options to us. I would not hesitate to recommend his services.

Sheila S.

Paul has been my financial advisor for several years and I'm pleased with his services! He is personable, knowledgeable, responsive and competent. I appreciate the one-on-one service he provides and would recommend him!