Paul Grenier

CFP^®, MBA, B.Comm (Hons.)

Financial Planner

Paul pursued his passion for financial planning by enrolling in the CFP® educational program while still working in a completely different industry. He secured his first planning role in 2016, and his finance career took off from there. In 2018, the cold winters of Winnipeg inspired a move to the Okanagan, where Paul advanced through various planning, advisory, and management roles within the banking industry. A strong advocate for lifelong learning, he complemented his B.Comm (Hons.) degree with an MBA in Finance in 2022.

Proud of his Métis heritage, Paul is now an avid road cyclist who enjoys exploring the beauty of the Okanagan with his wife, Brittany. When he's not on his bike, you'll likely find him golfing, watching sports, or soaking up the sun outdoors.

Born in Winnipeg, Manitoba at 7 lbs 11 oz.

Email Paul at [email protected]