Paul Van Gerwen, CFP®, CLU®, CSA*

Address:
37 Ontario Road, P.O. Box 909 Mitchell, Ontario N0K 1N0
Languages:
English
Phone:
519-348-9712
Fax:
519-348-9364
Email:

As a financial planner at Van Gerwen Financial Services Ltd., Paul has the experience to analyze your situation and resources before recommending realistic solutions to meet your goals and protect yourself against unforeseen events. He's a Sun Life Financial advisor who's been providing insurance and investment solutions since 1992. Paul proudly holds his Certified Financial Planner, Chartered Life Underwriter and Certified Senior Advisor designations. As a husband and father of grown children, Paul brings practical experience when guiding clients to the most appropriate financial solutions.

Notices
Please feel free to contact my associate advisor, Ben Zavitz, anytime.

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.