Paul Polyviou
Associate Portfolio Manager Senior Wealth Advisor Insurance Advisor at Harbourfront Wealth Management
Based in Toronto, Canada
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Seniority
Other
Department
Other
Location
Toronto
Industry
Financial Services
Company size
254
Contact information
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p•••••••@harbourfrontwealth.com
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Background
About Paul Polyviou
Since 2003, I have defined personal financial planning as a process of determining an individual’s or family’s financial goals, purpose in life, and life’s priorities. After considering their resources, risk profile, and current lifestyle, a detailed and realistic plan is prepared to help meet those goals. My designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Investment Manager (CIM) reinforce my ability to provide ongoing comprehensive financial planning advice in the areas of investing, retirement, tax, insurance, and estate planning. By specializing in these, I am better positioned to assist my clients in achieving their financial objectives. My team and I strive to ensure excellent service is received by all clients and seek to educate and provide timely information on a consistent basis. https://financialguardian.ca/
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