Paul Marion Email
Executive Managing Director, Tax and Wealth Planning @ Harbourfront Wealth Management
Paul Marion's Location
Vancouver, BC, CA
Paul Marion's Work
- Executive Managing Director, Tax and Wealth Planning @ Harbourfront Wealth Management
- President @ Telford Financial Group
- Managing Director, Wealth Management - Canada @ CG Wealth Management Canada
- Sr. Vice President Wealth and Estate Planning @ CG Wealth Management Canada
- National Sales Manager and Estate Planning Specialist @ CG Wealth Management Canada
- Estate Planning Specialist @ CG Wealth Management Canada
- Owner and Principal @ Strategic Insurance Services Inc.
- Operations Manager @ Scott Paper
- Shift Supervisor and Foreman and General Foreman @ Weldwood of Canada / International Forest Products (Interfor)
Paul Marion's Education
- Thompson Rivers University1989 - 1991
- The Institute for Advanced Finanical Education
CLU & CHS
- Canadian Securities Institute
Partners, Directors and Senior Officers Course
- Canadian Securities Institute
Options Supervisors Course
- Canadian Securities Institute
Derivatives Fundamentals and Options Licensing Course
- Canadian Securities Institute
Branch Managers Course
- Canadian Securities Institute
Conduct and Practices HandBook
- Canadian Securities Institute
Canadian Securites Course
Paul Marion's Skills
- Wealth
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Financial Services
- Wealth Management Services
- Insurance
- Estate Planning
- Mutual Funds
Paul Marion's Summary
Paul Marion, based in Vancouver, BC, CA, is currently a Executive Managing Director, Tax and Wealth Planning at Harbourfront Wealth Management, bringing experience from previous roles at Telford Wealth, Canaccord Genuity Wealth Management (Canada) and Canaccord Genuity Wealth Management Canada. Paul Marion holds a 1989 - 1991 Thompson Rivers University. With a robust skill set that includes Wealth, Wealth Management, Retirement Planning, Strategic Financial Planning, Retirement and more, Paul Marion contributes valuable insights to the industry. Paul Marion has 2 emails on RocketReach.
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