Partner, Director of Financial Services

Paolo obtained his Honours degree, Bachelor of Business Administration from the Schulich School of Business, York University with a specialization in finance and economics.  Prior to forming FC Financial Group Ltd., he was employed by The Great-West Life Assurance Company as a Living Benefits Specialist where he successfully managed and trained Financial Advisors on the merits of using insurance products to mitigate financial risk in their clients’ investment portfolios and financial plans.  He consulted with executive management teams and their advisor workgroups across the Freedom 55 Financial, London Life, Investors Group, Laurentian Financial, and Gold Key distribution platforms, helping grow their respective insurance and financial service practices.  Paolo is a Registered Health Underwriter and is currently pursuing his CFP designation.  He brings significant insurance strategy, financial planning and economics expertise to FC Financial Group Ltd. 

Concurrent, to this role, Paolo acts as Director of Mortgage Brokerage Services to Mortgage Cents Inc., an independent mortgage brokerage.  Mortgage Cents Inc. is and a wholly owned subsidiary of FC Financial Group Ltd. and part of The First Canadian Group of Companies™.  He is a founding member of Windrose Private Equity Partners, a private investment council for accredited investors, and serves as Vice-President and Co-founder of V2C Media Inc., a firm specializing in creating and delivering focused mobile media solutions to the tourist and urban consumer marketplace.

In the years prior to his employment at The Great-West Life Assurance Company, Paolo served as a financial analyst at First Canadian Capital Corp., compiling research on micro- and small-cap public companies and implementing relevant investor relations strategy.  He served as a proprietary equities trader at Swift Trade Securities Inc., and held branch level positions at both TD Canada Trust and The Canadian Imperial Bank of Commerce.

Paolo brings a solid understanding of insurance and investment planning to the team at FC Financial Group Ltd., where is a Partner as acts as Director of Financial Services. 

Contact Information: