Paul Bethel

With over 20 years of experience in the financial services industry, Paul brings a unique perspective shaped by his work across advisory, wholesaling, and consulting roles. This diverse background has provided him with the insights and expertise needed to deliver tailored financial guidance that helps clients achieve their goals.

In his current role as a Financial Planning Consultant, he has developed an expert level of knowledge in using Conquest financial planning software to craft strategic, personalized plans that balance precision and adaptability.

Paul holds  the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM), underscoring his commitment to professional excellence.

When not at work, Paul enjoys spending quality time with his wife, two energetic boys, and their Australian Labradoodle. As a family they love beach days, camping, cycling, and uncovering the hidden gems of the Maritime provinces. These experiences inspire his passion to help others build lives that are not just financially secure but truly fulfilling.

Paul looks forward to collaborating to create plans that balance financial security with personal fulfillment, empowering you and your clients to live their best lives.