Paul Lewis
RHU, CHS, CEA, CFP
Mutual fund representative 1
Financial Planner
Insurance representative 2
About me
I am a certified financial planner and independent advisor who started in the financial services industry in 1992. My practice specializes in dealing with the unique needs of business owners and professionals, in addition to servicing family needs.
We take a comprehensive approach to wealth management as well as tax, estate and retirement planning. My financial knowledge is based on both education and experience of over 30 years. I obtained my BBA degree in 1991 and hold the following industry designations: CFP (Certified Financial Planner), CEA (Certified Executor Advisor), RHU (Registered Health Underwriter) and CHS (Certified Health Specialist).
Our independence with Investia Financial Services allows us to remain unbiased, provide access to numerous companies' products and find solutions for each of our clients' unique needs. Contact us today to learn more about our services and how we might be of value to you.
Contact meAbout my team
Tammy is our office manager and has worked in the industry since 1993. Tammy joined Granville Group in 2005. Her strength is with client relations and ensuring that the day-to-day operations of our practice run smoothly.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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July 16, 2024 - Podcast
The best ways to budget for a vacation -
July 2, 2024 - Podcast
The Fabulous Destiny of Clément Gignac -
July 23, 2024 - Podcast
How to use artificial intelligence to simplify your vacation -
July 19, 2024
U.S.: Looking ahead at the U.S. presidential election
