Paul Roberts, CFP, FMA, FCSI

Private Wealth Advisor


Paul RobertsPaul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan.

Paul recognizes that many people feel anxiety around their financial affairs, particularly if their hard earned savings will be enough to provide them income for their lifetime. Paul has the patience and enjoys reassuring and guiding clients through their life stages. He has been helping people in the investment industry since 1997 and has been with the Coastal Community for nearly 10 years.

Paul is a dedicated family man and loves spending time with his wife Kathleen, and their son and daughter. Family holidays, movie nights, and Fun Fridays are a favourite pastime in the Roberts household.

Paul was born and raised in the Comox Valley, is a big hockey fan, loves to read and his family recently welcomed the addition of two maltese puppies, Tinker and Willow.

Comox Valley · North Island · Connect on LinkedIn
250.703.4178 · Email Paul
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