About the Author

Hi, my name is Paul Carvalho

For over a decade, Paul has worked with individual and institutional clients in the areas of financing, investments, insurance, tax and estate planning.  During his career, Paul has held key roles in investment valuations, commercial banking and  private wealth management.    Paul holds a Bachelors degree in Economics, a Masters degree in Business Economics, and has earned the Chartered Financial Analyst (CFA) designation.

Paul lives in Ontario, Canada with his wife and children.


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