Paul Barreca, Financial Advisor & Certified Financial Planning Professional (CFP©) is the Managing Director of West End Wealth Planning, part of IPC Securities, and host of the Sunday Money Show on Newstalk 1010.
Since 1991, he has become a recognized industry leader and lectured at many of Canada’s largest firms. Paul and his in-house team of 5 experienced professionals work with other financial and tax experts to provide a distinctive approach to creating and maintaining wealth.
First, Paul and his team take the time to get to know each client’s unique needs, desires and attitudes. Next, his Wealth Management Strategy includes a review and analysis of a client’s tax returns, investment portfolio, insurance coverage, estate plans and assets and liabilities. “I don’t know how an Advisor can provide proper advice without understanding all of this information first”.
For business owner clients, the process also includes a review of corporate financial statements, wealth diversification, corporate structure, risk management.
Following this review, clients receive written, leading edge, big picture solutions to best achieve their financial goals.
Finally, since the world changes rapidly and client’s financial situations, attitudes and goals evolve, the Wealth Management Strategy includes an ongoing process of regular reviews and updates with personal on one service from Paul and his team.
It is Paul’s decades of working with business owners that helps to set him apart. He understands that the complex challenges of business ownership includes risks as well as opportunities.” “Tremendous ways to build wealth and save tax can be easily missed without advice from an experienced Advisor with specialized knowledge of solutions for business owners.”
Paul’s fee schedule is fair, tax efficient, and aligned with client’s interests. The result is an incredible overall client value experience.
A strong advocate of philanthropic initiatives, Paul helped to raise $175,000 for The Children’s Wish Foundation of Canada by successfully climbing Mount Kilimanjaro. He has also worked to improve schools and upgrade basic sanitary conditions in Haiti and Honduras.