B.COMM., LL.B., CLU, TEP, FEA
Paul has specialized for more than 25 years in advising and implementing life insurance based solutions for affluent business families across Canada. He works closely with the external legal and accounting advisors to these families as well as with their internal family office team. Given his extensive work in this market, Paul can provide a perspective on business family succession issues that extend beyond the use of life insurance.
Paul received his Bachelor of Commerce from the University of British Columbia and his Bachelor of Law from Queen’s University. He practiced tax and corporate law in Vancouver in the mid-‘80s before moving to Toronto to start Tompkins Insurance Services in 1990.
Paul and his team have since become recognized by leading accounting and legal firms across Canada as experts in the use of life insurance in trust and estate planning. Paul delivers information seminars to these firms on the use of life insurance on an ongoing basis.
He is a long standing member and former chairman of the Conference for Advanced Life Underwriters (CALU), and a member of the Society of Trust and Estate Practitioners (STEP). Paul is also a graduate of the Family Enterprise Advisor Program at UBC’s Sauder School.
Paul is a former member of the Board of Governors of Crescent School, an independent school for boys, and co-chaired their successful $35 million capital campaign. He is also a former co-chair of the $60 million campaign for Pathways to Education, a national organization that helps at-risk youth graduate from high school.