Verified recordFinancial Services

Paul Grenier

Financial Planner at Parallel Wealth Financial Group

Based in Kelowna, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Kelowna

Industry

Financial Services

Company size

13

Contact information

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Email

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p•••••••@parallelwealth.com

Phone

5 credits

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Background

About Paul Grenier

Paul pursued his passion for financial planning by enrolling in the CFP® educational program while still working in a completely different industry. He secured his first planning role in 2016, and his finance career took off from there. In 2018, the cold winters of Winnipeg inspired a move to the Okanagan, where Paul advanced through various planning, advisory, and management roles within the banking industry. A strong advocate for lifelong learning, he complemented his B.Comm (Hons.) degree with an MBA in Finance in 2022. Proud of his Métis heritage, Paul is now an avid road cyclist who enjoys exploring the beauty of the Okanagan with his wife, Brittany. When he's not on his bike, you'll likely find him golfing, watching sports, or soaking up the sun outdoors.

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