Paul Marion Clu, Chs

Paul Marion, CLU, CHS has a diverse and extensive work experience spanning over three decades. Paul is currently the Executive Managing Director of Tax & Wealth Planning at Harbourfront Wealth Management. Prior to this, they served as President at Telford Wealth from August 2020 to January 2022.

Paul's previous experience includes various roles at Canaccord Genuity Wealth Management (Canada), where they were the Managing Director of Wealth Management - Canada from April 2016 to August 2020. Paul also served as the Sr. Vice President of Wealth & Estate Planning from January 2010 to March 2016, National Sales Manager and Estate Planning Specialist from August 2008 to January 2010, and Estate Planning Specialist from October 2002 to August 2008.

Before joining Canaccord Genuity, Paul worked as the Owner and Principal of Strategic Insurance Services Inc. from October 2001 to October 2002. Paul also had experience as an Operations Manager at Scott Paper from February 1999 to October 2001 and held various supervisory and foreman positions at Weldwood of Canada / International Forest Products (Interfor) from October 1990 to January 1999.

Paul Marion, CLU, CHS attended Thompson Rivers University from 1989 to 1991, although the specific degree or field of study pursued during this time is unknown. Additionally, they obtained the CLU & CHS designation from The Institute for Advanced Financial Education. Further professional education includes completing the Partners, Directors and Senior Officers Course, Options Supervisors Course, Derivatives Fundamentals and Options Licensing Course, Branch Managers Course, Conduct and Practices Handbook, and Canadian Securities Course through the Canadian Securities Institute.