STRATEGIC PARTNERS

       Paul Marion, CLU, CHS

Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

 

Paul Marion is responsible for wealth and estate planning* at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services, which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. He holds certification as a Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer. He is also a Certified Health Specialist (CHS).