Paul Bourbonniere

Paul Bourbonniere

investment advisor Canada

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.

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Recent Mentions

Canada Canada: Paul Bourbonniere is a partner and senior investment advisor who believes in the importance of close, long-term client relationships to recognize changes in behavior. 7

The Globe and Mail: How to manage the rising number of clients with diminished capacity