Paul Thomas Email
Certified Financial Planner @ Marnoa Private Wealth of Raymond James Ltd.
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Paul Thomas Location
- Waterloo, ON, CA
Paul Thomas Work
- 2023 -now Certified Financial Planner @
- 2004 -2023 Financial Advisor @ Manulife Securities Incorporated
- 2004 -2023 Life Insurance Advisor @ Manulife Securities Insurance Inc.
- 1997 -2004 Senior Financial Consultant @
Paul Thomas Education
- The University of Western Ontario
Paul Thomas Skills
- Fixed Annuities
- Financial Advisory
- Mutual Funds
- Financial Planning
- Life Insurance
- Estate Planning
- Wealth
- Securities
- Investment Advisory
Paul Thomas Summary
- Paul Thomas, based in Waterloo, ON, CA, is currently a Certified Financial Planner at Marnoa Private Wealth Counsel Ltd.. Paul Thomas brings experience from previous roles at Manulife Securities Incorporated, Manulife Securities Insurance Inc. and MD Financial Management | Gestion financière MD. Paul Thomas holds a The University of Western Ontario. With a robust skill set that includes Fixed Annuities, Financial Advisory, Mutual Funds, Financial Planning, Life Insurance and more. Paul Thomas has 1 emails on RocketReach.
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