Paul McQueen, CFA, CFP, G.Dipl.SRS has over 16 years of experience in the financial industry. Paul began their career at CIBC, where they worked as a Branch Manager from 2002 to 2006 and then as a Financial Advisor from 2006 to 2007. In 2007, they joined Highstreet Asset Management as an Investment Counsellor, where they worked until 2014. In 2014, they joined Libro Credit Union as a Wealth Manager, and later became the Vice President, Wealth. In this role, they led a team of 65+ Investment and Insurance professionals and provided guidance and advice for growing and protecting assets in southwestern Ontario. Paul's expertise lies in wealth management and they are dedicated to inspiring financial happiness for their clients.
Paul McQueen received a Bachelor of Arts (BA) degree in English from Wilfrid Laurier University in 1995. In 2023, they completed a Graduate Diploma in Social Responsibility and Sustainability from the University of Toronto - University of St. Michael's College. Additionally, Paul McQueen holds the CERTIFIED FINANCIAL PLANNER™ certification from FP Canada, obtained in March 2007. Paul is also a Chartered Financial Analyst (CFA), although the specific details of when and where they obtained this certification are not provided.
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