Paul has specialized for 30+ years in advising and implementing creative life insurance solutions for many of Canada’s most prominent business families. He works closely with their internal family office teams and their external legal and accounting advisors. This specialized work within this market, provides a very unique perspective on business family succession and estate liquidity issues that few others can offer.
Paul and his team are recognized by accounting and legal firms across Canada as experts in the use of life insurance in trust and estate planning. He is a former chair of the Conference for Advanced Life Underwriters (CALU), a member of the Society of Trust and Estate Practitioners (STEP) and graduate of the Family Enterprise Advisor Program.
Paul is a former member of the Board of Governors of Crescent School, an independent school for boys, chaired their successful $35 million capital campaign and former co-chair of the $60 million campaign for Pathways to Education, a national organization that helps at-risk youth graduate from high school.
He enjoys skiing, golf and spending time with his 4 grown children.
Allen is Managing Director of Tompkins Insurance.
Prior to joining Tompkins, Allen spent 23 years with PwC Canada, 10 as a Partner, where he held various senior positions within the Private Company Services practice advising private business owners and their families.
Allen has held several Board and Cabinet positions, most recently as a Member of the Southlake Hospital Philanthropy Cabinet.
Joshua’s primary focus is on the product design and illustrative process of our strategies. Joshua’s expertise in financial modeling helps ensure an optimal client experience throughout the development of customized insurance-based solutions. Prior to joining Tompkins Insurance Services in 2017, Josh spent over 6 years at Sun Life working in the design and pricing of insurance products and leading their advanced solutions team develop insurance-based concepts and strategies.
Joshua is actively pursuing membership with the Society of Actuaries and the Institute for Advanced Financial Advisors through the completion of the ASA and CLU designations.
Nicolas has been with Tompkins for over 5 years. He works closely with all members of the Advisory Team in designing solutions & presentations and managing underwriting & policy service. Nicolas has a Bachelor of Science from Dalhousie University and is currently working on completing his TEP designation.
Prior to joining our team, Nicolas worked at a prominent family-owned international enterprise operating in the Maritimes.
Nicolas is married and enjoys many outdoor activities in particular scuba diving.
B.Admin., FLMI, CFP, CHS
Chief Operating Officer
Marcel, has been with Tompkins for 25 years. He is responsible for daily operations at Tompkins, overseeing all administrative, financial and technology functions, and manages the policy underwriting and policy support & service teams. Marcel collaborates with the support team to ensure the best client experience.
Marcel has been a member of the Institute for Advanced Financial Advisors for over 10 years.
Marcel enjoys running, cycling and coaching soccer. He lives in Whitby with his wife and two children.