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Signed in as:
filler@godaddy.com
With over 18 years’ experience as a Financial Advisor, Paul has been helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning and Education Savings Planning. Working with a network of highly skilled professionals across the GTA, Paul is dedicated to providing high quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.
Prior to starting Lionspoint Paul worked for one of Canada’s largest financial cooperative groups working with over 200 families on their financial needs. Paul started Lionspoint Financial Services to make sure that his clients received the most diversified access to recommendations on products offered.
Outside of work Paul enjoys playing various sports including hockey and golf, reading, and attending various community events.
With a background in Communications, Marketing and Corporate Events, Kassey has spent the last 10 years helping companies develop and execute strategic marketing plans. As the Founder of FRESHAMOUR Events, and the Marketing and Events Specialist at a top tier Bay Street law firm, Kassey has an in depth understanding of client service and a particular strength in virtual marketing, campaign building and branding. Driven by her passion for business and focus on team-building, her enthusiasm for meeting customer demands makes her regarded as a key resource by the staff and other members of the Lionspoint Business Development team.
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Join us for this timely webinar to discover essential year-end financial strategies tailored for Canadian families. From maximizing tax benefits to preparing for your family’s financial security, we’ll guide you through actionable steps to make the most of your finances before the year wraps up. Perfect for families seeking practical advice on tax savings, investments, and setting up a strong foundation for the future. Don't miss this opportunity to finish the year with confidence and a solid financial plan!