Perspective Wealth Management is led by Charlotte Paul, and supported by a group of partners . When you book a consultation with us, it’s Charlotte you’ll meet. And if you choose to work with us, she will create your plan, and be your main point of contact going forward.
This personal touch is a cornerstone of the service we provide – we see our relationship with you as a true partnership. You can expect to hear from us regularly so we can address – and anticipate – your needs as your goals and situation evolves.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
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