PAUL MCNABBB   B.COMM, PFP
IRONWOOD WEALTH MANAGEMENT GROUP - PERSONAL FINANCIAL PLANNER
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR

Paul believes strongly in the process of linking focused goals & objectives to all aspects of a client's financial plan. It is mirroring categories to a common goal that truly creates a successful environment; whether it be plan construction or implementation, insurance or tax planning. Paul's financial services career began at TD in 2010, where he was in various retail roles, before joining the Ironwood team to start 2015. Paul spends his time outside of work playing goal for an ice hockey team year round, snowboarding in the winter & soaking up some sun at the family cottage when the weather warms up.

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“This past winter, Mr. Paul McNabb (Ironwood; Aligned Capital Partners Inc.) was awarded the management of my retirement planning and implementation.

History: For more than the previous 20 years, I have developed my layman’s understanding of how the retirement financial machine works. I tried working with three of the top 5 Canadian banks and also with 2 of the larger private investment firms, to seek out an advisor who I felt was being fully transparent and who could provide value that is equal to, or better than, the fees they charged.

In all cases, the big banks and large financial management firms' consistent failure to provide an acceptable level of service for the fees charged was much higher than excusable. The biggest Canadian bank made a very large tax withholding error (25 % of portfolio value) and the biggest private investment firm made a double entry error with CRA that required corrective action at the bank and at the CRA level. Both of these errors added up to over 10 % of my holdings.

On the positive side, these errors and exorbitant fee charges of service fees have led me to increase my financial knowledge and reduce my exposure. Not an easy task for all of us that work outside of the financial world.

Last fall, when I was contemplating retirement, Paul McNabb was introduced to me by a mutual close friend.

Following two introductory meetings, Paul was able to develop a wholistic retirement funding plan for my personal situation. Initially, his high level of confidence was met with a certain amount of caution on my part. However, the accounts and strategies he put together, strongly reflected the best cases I had learned about over the previous 20 years of self-learning. I now understand that Paul’s high level of confidence is earned and reflects his underlying knowledge of financial management.

Over the following 3 to 4 months, Paul and his support team have moved forward quickly and accurately to realign my portfolio. Paul also took charge of my personal tax for this final work year. He was able to put together a final (and surprisingly large) RRSP to substantially reduce my final working year’s tax due. CRA reviewed and agreed with Paul’s submission of my tax forms and has already refunded my overpayments.

It is very difficult to find a financial advisor who you can trust that they know what they are doing. After many years of trial and error, I have found a person and firm I feel I can trust with my life savings. I have a high level of comfort with Paul and his team, that I was not able to enjoy with the larger financial institutions.

I recommend, without hesitation, Paul McNabb from Ironwood, to provide sound advice and management of your personal financial portfolio.”

Rick O.

Carleton Place Ontario