Paul leads the design, execution and ongoing evolution of First West Credit Union’s strategy. While his role encompasses all areas of the organization, he directly oversees functions relating to brand engagement, product and pricing, operations and first line business compliance. Drawing on an extensive background in wealth management and strategic leadership, he uses a collaborative approach to define, plan and marshal the credit union’s resources and teams to implement enterprise-level priorities that align to First West’s vision and its foundational “why”—to help its members and communities thrive.
Since joining First West in 2015 as the Vice-President of Wealth Management and Commercial Banking in the Valley First division, Paul has played a key role in leading First West’s cultural shift towards becoming an industry leader in wealth management services and providing comprehensive financial advice for members and clients across all stages of their lives. He was appointed to oversee wealth management across the entire organization in 2019, leading the team to develop and implement a five-year wealth growth strategy that has already significantly improved the credit union’s members’ access to expert financial advice.
Before joining First West, Paul held positions with Alterna Savings Credit Union (Qtrade Financial Group) and CIBC where he successfully increased employee retention and oversaw improvements in internal resources and training.
Paul holds a Bachelor of Arts in economics from McMaster University and a Bachelor of Arts in political science at Wilfrid Laurier University. He also holds Certified Financial Planner® (CFP) and Responsible Investment Specialist (RIS) designations, and has earned a Certificate in Advanced Leadership from the UBC Sauder School of Business.
An active member of his local community, Paul currently works with the Central Okanagan Bursary & Scholarship Society in addition to his position on the Aviso Member Experience Advisory Board.
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