Paul Marion, Clu, Chs
About Paul Marion, Clu, Chs
Paul Marion serves as the Executive Managing Director of Tax & Wealth Planning at Harbourfront Wealth Management in Vancouver, British Columbia. With extensive experience in wealth management and estate planning, he has held various leadership roles in the industry since 2002.
Work at Harbourfront Wealth Management
Paul Marion serves as the Executive Managing Director of Tax & Wealth Planning at Harbourfront Wealth Management. He has held this position since 2022, contributing to the firm’s operations in Vancouver, British Columbia, Canada. In this role, he focuses on providing strategic tax and wealth planning services to clients, leveraging his extensive experience in the financial services industry.
Previous Experience in Wealth Management
Prior to his current role, Paul Marion was the President of Telford Wealth from 2020 to 2022, also based in Vancouver, British Columbia. Before that, he worked at Canaccord Genuity Wealth Management (Canada) for a total of ten years, holding various positions including Managing Director of Wealth Management, National Sales Manager, and Estate Planning Specialist. His tenure at Canaccord Genuity spanned from 2002 to 2016, where he developed expertise in wealth and estate planning.
Education and Expertise
Paul Marion has a solid educational background in finance and wealth management. He studied at Thompson Rivers University from 1989 to 1991. He has also completed several courses at the Canadian Securities Institute, including the Canadian Securities Course, Options Supervisors Course, and the Conduct and Practices Handbook. Additionally, he earned designations from The Institute for Advanced Financial Education, specifically CLU (Chartered Life Underwriter) and CHS (Certified Health Insurance Specialist).
Professional Development and Certifications
Throughout his career, Paul Marion has pursued various professional development opportunities to enhance his expertise in wealth management. He has completed multiple courses at the Canadian Securities Institute, including the Partners, Directors and Senior Officers Course, Derivatives Fundamentals and Options Licensing Course, and the Branch Managers Course. These certifications reflect his commitment to maintaining a high standard of knowledge in the financial services sector.