Paul Wiens
Private Wealth Manager @Quadrant Private Wealth
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WORK HISTORY
Private Wealth Manager @Quadrant Private Wealth
CA
I have been in the financial industry for over 15 years, helping companies and individuals manage different kinds of risk, including loan risk, wealth accumulation and its surrounding risks, and foreign exchange risk. These risks ultimately impact a clients cash flow today, tomorrow and into the future.As a trusted individual, it\'s my life\'s work to provide a suite of expertise to my wide network of connections. How does one plan for the future, to ensure that they and their families are managing financial risks, and their ultimate impact, in the appropriate manner?Through Quadrant Private Wealth, we offer high net worth families and institutions the opportunity to bring their financial needs together to be managed in a coordinated and efficient manner - with independent and unbiased advice. Our team consists of- Chartered Professional Accountants (CPA)- Chartered Financial Analysts (CFA)- Certified Financial Planners (CFP)- Estate and Taxation Lawyers- Trust and Estate Planners (TEP)- Chartered Life Underwriter (CLU)My goal is to earn the right to be a trusted member of a family\'s wealth management team.
EDUCATION
University of Manitoba
Bachelor, Commerce(Honours)
Opera Nuova
Summer Opera Music Academy, Voice and Opera
University of Manitoba
Bachelor, Music(Honours)
University of Alberta
Indigenous studies
SKILLS
ABOUT PAUL WIENS
As the youngest of four in a Mennonite family, my life has been shaped by a deep appreciation for observation and quiet reflection. These qualities, in combination with my learned extroversion during my years training to be an opera singer, have guided me through life\'s unpredictable waves — from family business dynamics to personal challenges, including being let go during both of my children\'s births.In every interaction, whether a dinner party or networking event, I\'ve noticed a common theme: people rarely ask about others\' lives. I thrive in this space, using my decades of experiences to understand and voice the unspoken.At Quadrant Private Wealth, these insights fuel my unique advisory approach. We do more than manage assets; we guide clients through life\'s transitions, recognizing and addressing the profound emotional currents that shape financial decisions. Whether it\'s business challenges, personal upheavals, or significant family events, I ensure our clients feel seen, heard, and valued.What Makes Me Different?As an Associate Portfolio Manager and Private Wealth Manager, I blend artistic sensitivity with financial acumen to tailor strategies that resonate deeply with each client\'s personal and professional aspirations. My approach is nuanced, ensuring every solution is carefully composed.I hold several designations which equip me to offer exceptional service across family enterprise advising, comprehensive financial planning, advanced estate planning, investment management, and philanthropy. These credentials help me provide holistic wealth management that aligns with your values and future visions.How Clients Benefit?Clients seek my guidance during pivotal moments, not just for financial advice but for a partnership that acknowledges the emotional depth of their life\'s milestones. Leveraging my extensive background in both the arts and finance, I create a space where stories are heard and integral to financial planning. My clients benefit from strategies that are transformations, not transactions, founded on trust and empathy.How Do I Do What I Do?Operating across Ontario to British Columbia as a Discretionary Portfolio Manager and Exempt Market Dealer, our approach at Quadrant Private Wealth integrates critical wealth management areas: smart financial decision-making, tax efficiency, family care, asset protection, and philanthropy. My role involves aligning financial decisions with your broader life goals, ensuring that managing your wealth is as much about caring for your well-being as it is about asset management.
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