Paulo is originally from Brazil and immigrated to Canada 30 years ago and has been working in the Financial Services Sector ever since. Paulo has a wide range of wealth knowledge in both financial services products and life insurance products. 

Paulo’s main focus is to help individuals, families and small business owners navigate through the different stages of their current financial situation so that they can achieve their most important financial goals. He specializes in providing his clients with various planning strategies including retirement planning, investment planning, tax planning, estate planning and risk management. 

In addition to his financial planning education, Paulo also holds a Civil Engineer bachelor’s degree from a Brazilian University. As a hobby, he also has earned his fixed-wing pilot’s license demonstrating his attention to detail which he always utilizes when interacting with his clients. Paulo and his wife, Raquel, have 3 children and have lived in South Surrey/White Rock for the past 25 years.