Paul M. McKenna

Wealth Advisor, Investment Advisor @Richardson Wealth

Toronto, ON, CA

Paul McKenna provides high net worth families, entrepreneurs and Bay Street executives with robust, long-term portfolios and financial planning services, including tax and estate and succession strategies to effectively transfer estates and businesses. Through his industry connections, background working on the institutional side and the independent, enterprising culture at Richardson Wealth, Paul also brings his clients access to unique investments and alternative strategies. He has 25 years of experience in the investment industry and qualifications as a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®). Paul combines his academic roots with his professional life by managing X Connects@King & Bay, a networking group that links St. Francis Xavier University grads in downtown Toronto, and coaches kids’ soccer for the Lawrence Park Athletic Association (LPAA).

Saint Francis Xavier University

BBA

Financial Planning Standards Council of Canada

Certified Financial Planner

Hedge Fund Association

Certified Hedge Fund Specialist

Canadian Securities Institute

Certified Investment Manager