Paul Bourbonniere

Paul Bourbonniere is a partner and senior investment advisor at Polson Bourbonniere Derby Wealth Management within iA Private Wealth Inc. in Markham, Ontario. He advocates for the significance of close, long-term relationships with clients, enabling advisors to notice subtle behavioral changes that may indicate diminished capacity, and emphasizes the need for regular check-ins with clients, particularly those who may be experiencing cognitive decline.