Experience
A Director in Eckler’s investment consulting practice, Paul has over 18 years of experience working with clients of all sizes with defined contribution (DC) or defined benefit (DB) pension plans. He works with clients in a variety of areas, ranging from governance to investments, to record keeper selection and plan design.
Having focussed primarily on DC over his career, Paul has extensive knowledge of investment managers and record keepers, leading various research efforts on both fronts over his tenure at Eckler. He brings a detailed approach to all his clients and specializes in helping manage their DC plans effectively. Along with his client work, Paul co-leads the university co-op hiring program for Eckler’s investment practice.
Paul contributes to the industry through conference speaking engagements.
A graduate of Ryerson University, Paul holds an Honours Bachelor of Commerce degree. He’s also completed level one of the Chartered Financial Analyst designation.
Areas of Expertise
- Defined contribution pension plans
- Performance monitoring
- Statement of investment policies and procedures (SIP&P)
- Record keeper search
- Fee benchmarking
- Plan design
- Governance
- Regulatory filings
- Decumulation
- Fund line-up selection
- Defined benefit pension plans
- Investment manager search
- Group registered retirement savings plan
- Deferred profit-sharing plans
Professional Qualifications
Professional Qualifications
- Honours Bachelor of Commerce degree – Ryerson University