Paul attended the University of Western Ontario, where he graduated in 1991 with a Bachelor of Arts, while Korin went on to study Political Science and Philosophy at Carleton University. They rejoined as a partnership at a small brokerage firm specializing in high technology and special situations in 1993, and moved together to Midland Walwyn in 1996, staying together through mergers and sales of predecessor firms to CIBC Wood Gundy, where they managed a book of approximately $300 million. Paul was also a member of the management team at Merrill Lynch Canada and CIBC Wood Gundy, where, as Sales Manager, he helped oversee the operations of the Branch as well as being responsible for the training, development and oversight of new hires.
Kory and Paul both specialize in effective money management for affluent/high net worth individuals and have expertise in the investment products available to Canadians that include but is not limited to; all forms of fixed income, equities, managed products and derivatives.
Dan Simon - Investment Advisor
Dan began his career at one of Canada's largest telecommunications providers. For over a decade, he managed regulatory policy, managed a half billion dollar budget, as well as major supplier relationships. It was Dan's passion for Austrian economics and the Austrian Business cycle theory that drew him to Euro Pacific Canada. Sound knowledge of the business cycle helps one understand why the economy is in its current state and how it will react to current or future policies. Dan holds a Bachelor of Commerce specializing in economics.