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THE LITMAN FINANCIAL GROUP*

Home» Our team» Paul Litman

Our team

Paul Litman

MBA, CFP - Investment Advisor

Paul Litman entered the investment industry in 1988. Before joining the predecessor firm to Macquarie Private Wealth in June of 2006, Paul was in Wealth Management with CIBC Wood Gundy. Previously, he worked as an Estate Planner Specialist with the Independent Insurance^† and Financial Concept Group and a Branch Manager with Metropolitan Life Insurance. Paul graduated in 1988 with an M.B.A. from McMaster University. He also holds a B.A. in Psychology from York University and he has his Chartered Financial Planner (CFP) designation.

^†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.

*The Litman Financial Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.