Paula Phelps

Paula Phelps has a diverse work experience in the financial industry. Paula currently holds the position of Director of Client Experience at Aligned Capital Partners Inc., a role they have been in since September 2022. Prior to this, they served as a Transitions Manager at the same company from July 2019 to September 2022. From July 2018 to July 2019, they worked as an Advisor Transitions Specialist at Aligned Capital Partners Inc.

Before joining Aligned Capital Partners Inc., Paula worked at Strong Private Wealth/Raymond James Ltd as a Branch Administrator/Wealth Manager Assistant from October 2015 to March 2018. Paula then joined TD Wealth as an Associate Investment Advisor from December 2014 to October 2015.

Prior to their time at TD Wealth, Paula worked at Canaccord Genuity Wealth Management - Independent Branch as a Branch Administrator & Associate Investment Advisor from January 2011 to December 2014. Before that, they worked at Macquarie Private Wealth as an Investment Services Associate from August 2009 to January 2011.

Paula began their career in the financial industry at Canaccord Financial, where they worked as an Investment Services Assistant from August 2005 to August 2009. Before transitioning to the financial industry, they worked at KingsGate-Industrial Alliance as part of the Transfers & Trading Help Desk from March 2002 to August 2005. Paula started their career in the financial sector at Canadian ShareOwner, where they served as a Cage Manager from February 1997 to March 2002.

Paula Phelps attended the University of Waterloo from 1988 to 1991, where they studied Mathematics & Computer Science. However, no information regarding the completion of a specific degree is available.