Paul McKenna provides high net worth families, entrepreneurs and Bay Street executives with robust, long-term portfolios and financial planning services, including tax and estate and succession strategies to effectively transfer estates and businesses. Through his industry connections, background working on the institutional side and the independent, enterprising culture at Richardson Wealth, Paul also brings his clients access to unique investments and alternative strategies. He has 25 years of experience in the investment industry and qualifications as a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®). Paul combines his academic roots with his professional lif