Paul Bruch-Wiens, CFP®, CIM®, BMus, BComm
Private Wealth Manager at Quadrant Private Wealth- Claim this Profile
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Bio
Malvine Giesbrecht
Paul & I worked together on the financing of our commercial properties over the past few years. It was always a pleasure to work with him knowing that the care he took was more then just business, but wished us success in all aspects of our lives. Paul has a great deal of knowledge and expertise in finance and uses it to reach the right solutions.
Ying Sun Ph.D, EMBA, MA
To Whom It May Concern, It is with great pleasure that I write this letter of recommendation for Paul Wiens. I have had the privilege of getting to know Paul as a classmate and as a friend in the Leadership in the 21st century course at Jack Welch Management Institute. Paul is one of the most dedicated and passionate student that I know. Every week, he is always among the first ones to post the response to the discussion forum and engaged in the classroom discussion through the entire week. In the classroom setting, Paul and I were also allocated to the same group to create a
Malvine Giesbrecht
Paul & I worked together on the financing of our commercial properties over the past few years. It was always a pleasure to work with him knowing that the care he took was more then just business, but wished us success in all aspects of our lives. Paul has a great deal of knowledge and expertise in finance and uses it to reach the right solutions.
Ying Sun Ph.D, EMBA, MA
To Whom It May Concern, It is with great pleasure that I write this letter of recommendation for Paul Wiens. I have had the privilege of getting to know Paul as a classmate and as a friend in the Leadership in the 21st century course at Jack Welch Management Institute. Paul is one of the most dedicated and passionate student that I know. Every week, he is always among the first ones to post the response to the discussion forum and engaged in the classroom discussion through the entire week. In the classroom setting, Paul and I were also allocated to the same group to create a
Malvine Giesbrecht
Paul & I worked together on the financing of our commercial properties over the past few years. It was always a pleasure to work with him knowing that the care he took was more then just business, but wished us success in all aspects of our lives. Paul has a great deal of knowledge and expertise in finance and uses it to reach the right solutions.
Ying Sun Ph.D, EMBA, MA
To Whom It May Concern, It is with great pleasure that I write this letter of recommendation for Paul Wiens. I have had the privilege of getting to know Paul as a classmate and as a friend in the Leadership in the 21st century course at Jack Welch Management Institute. Paul is one of the most dedicated and passionate student that I know. Every week, he is always among the first ones to post the response to the discussion forum and engaged in the classroom discussion through the entire week. In the classroom setting, Paul and I were also allocated to the same group to create a
Malvine Giesbrecht
Paul & I worked together on the financing of our commercial properties over the past few years. It was always a pleasure to work with him knowing that the care he took was more then just business, but wished us success in all aspects of our lives. Paul has a great deal of knowledge and expertise in finance and uses it to reach the right solutions.
Ying Sun Ph.D, EMBA, MA
To Whom It May Concern, It is with great pleasure that I write this letter of recommendation for Paul Wiens. I have had the privilege of getting to know Paul as a classmate and as a friend in the Leadership in the 21st century course at Jack Welch Management Institute. Paul is one of the most dedicated and passionate student that I know. Every week, he is always among the first ones to post the response to the discussion forum and engaged in the classroom discussion through the entire week. In the classroom setting, Paul and I were also allocated to the same group to create a
Credentials
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CERTIFIED FINANCIAL PLANNER®
FP CanadaMar, 2021- Nov, 2024 -
Chartered Investment Manager
Canadian Securities InstituteJan, 2023- Nov, 2024
Experience
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Quadrant Private Wealth
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Canada
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Investment Management
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1 - 100 Employee
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Private Wealth Manager
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Jan 2019 - Present
I have been in the financial industry for over 15 years, helping companies and individuals manage different kinds of risk, including loan risk, wealth accumulation and its surrounding risks, and foreign exchange risk. These risks ultimately impact a clients cash flow today, tomorrow and into the future. As a trusted individual, it's my life's work to provide a suite of expertise to my wide network of connections. How does one plan for the future, to ensure that they and their families are managing financial risks, and their ultimate impact, in the appropriate manner? Through Quadrant Private Wealth, we offer high net worth families and institutions the opportunity to bring their financial needs together to be managed in a coordinated and efficient manner - with independent and unbiased advice. Our team consists of: - Chartered Professional Accountants (CPA) - Chartered Financial Analysts (CFA) - Certified Financial Planners (CFP) - Estate and Taxation Lawyers - Trust and Estate Planners (TEP) - Chartered Life Underwriter (CLU) My goal is to earn the right to be a trusted member of a family's wealth management team.
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MacKay CEO Forums: CEO & Executive Peer Support
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Canada
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Professional Training and Coaching
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1 - 100 Employee
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Executive Forum Chair
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Mar 2019 - Mar 2021
INSPIRING LEADERS - As an Executive Forum chair, I help to accelerate leadership performance through the highest impact, least time-intensive peer group meetings and 1 on 1 sessions for forward-thinking and action-oriented CEOs, executives, and business owners across Canada. INSPIRING LEADERS - As an Executive Forum chair, I help to accelerate leadership performance through the highest impact, least time-intensive peer group meetings and 1 on 1 sessions for forward-thinking and action-oriented CEOs, executives, and business owners across Canada.
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Global Reach Canada
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Canada
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Financial Services
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1 - 100 Employee
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Senior Business Development Manager
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Jun 2015 - Jan 2019
EncoreFX provides the most tailored access to Foreign Exchange Services possible for various sized companies. From spot transactions and payments to long-term risk management strategies, we have creative solutions tailored to your business needs. Achieve more with EncoreFX. EncoreFX provides the most tailored access to Foreign Exchange Services possible for various sized companies. From spot transactions and payments to long-term risk management strategies, we have creative solutions tailored to your business needs. Achieve more with EncoreFX.
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Cambrian Credit Union
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Canada
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Financial Services
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100 - 200 Employee
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Account Manager, Commercial Services
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Jan 2012 - May 2015
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TD
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Canada
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Banking
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700 & Above Employee
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Real Estate Account Manager
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Sep 2011 - Jan 2012
Managed day to day draw requirements and new business requests for one of Western Canada's largest builder/developers.
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Account Manager
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Feb 2010 - Sep 2011
Accountable for increasing TD's footprint in commercial lending.Included financial analysis responsibilities as well as relationship development.
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IG Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Consultant
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2007 - 2010
Financial Planning Financial Planning
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Little Opera Company
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Canada
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Performing Arts
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1 - 100 Employee
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Performer
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2000 - 2009
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Singer
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2006 - 2006
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Education
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2019 -
Comprehensive, integrated wealth planning
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2021 - 2021
University of Alberta
Indigenous studies, 86% -
2003 - 2007
University of Manitoba
Bachelor, Music(Honours) -
2006 - 2009
Opera Nuova
Summer Opera Music Academy, Voice and Opera -
1999 - 2003
University of Manitoba
Bachelor, Commerce(Honours) -
1993 - 1998
Westgate Mennonite Collegiate
Community
