Address:
6 Maple Avenue Smiths Falls, Ontario K7A 1Z5
Languages:
English
Phone:
613-284-2344
Fax:
613-284-8047
Cell:
613-284-6099
Email:

James Paul and his associates are a team dedicated to helping clients achieve financial success. In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services. Call us to learn more about us, and what we can do for you.

Notices
I am pleased to be associated with Barbara Anne Smith, Advisor Assistant

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.