Investment Planning Counsel
Paul Punzo, CFA has extensive experience in the financial industry, with a strong background in portfolio management and investment solutions. Throughout their career, Paul has held various key roles in reputable companies such as Scotiabank, BMO Nesbitt Burns, and Investment Planning Counsel. As the Deputy Chief Investment Officer at Investment Planning Counsel, Paul is responsible for portfolio construction, asset allocation, and overseeing investment solutions. Paul has a Bachelor's Degree in Economics from York University and is a Chartered Financial Analyst (CFA).
Investment Planning Counsel
Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.