2023 CONFERENCE & AGM
Paul Marion, CLU, CHS
Executive Managing Director of Tax & Wealth Planning, Harbourfront Wealth Management
Paul Marion is a demonstrated leader carrying with him over thirty years of senior management experience. Having dedicated the past two decades to championing growth and innovation within the Canadian financial industry, Paul has held several leadership roles and now takes on the role of Executive Managing Director of Tax & Wealth Planning at Harbourfront Wealth Management. Paul has developed nationwide programs including a Wealth and Estate Planning division, as well as an Investment Advisor Training and Education program to address IIROC-mandated requirements. He also led the charge in developing a National Strategic Partnership Network which served as the integral link to a holistic wealth management model for his previous firm.
Paul heads Harbourfront’s Full-Service Multi-Family Office, an exclusive division focused on serving ultra-high-net-worth clients across the country. Holding vast knowledge and experience in this arena, Paul is well-versed and equipped in providing advisors and their clients with top-of-the-line strategies that range from financial planning, insurance, tax planning strategies, legal services, pension management, trusteeship, group benefits, and more. The wealth and estate planning process will optimize efficiency, effectiveness and ease of client effort by coordinating the core and ancillary services required by our clients.
Speaking at the Conference
- Tuesday, May 9 @ 2:15 pm – 3:15 pm ET