Paul Fisher CFP, CLU, RRC

Profile
  • Address:  1180 Clyde Court, Kingston, Ontario K7P 2E4
  • Phone Number:  613-384-7511 or 1-888-548-8868
  • Office Location:  Kingston
  • Products Offered:  
Paul's website

Business Profile

Paul started his career in the fall of 1983.  During these years he has worked with his clients to help them achieve their personal financial goals.

Each client’s personal needs are met through a process Paul has titled “The Equity Independence Solution”.  Client’s future goals are often unclear, investments scattered, and they may not understand how many financial instruments can help.  This process clarifies these issues.

The Equity Independence Solution process has these eight steps:

Preparation Phase

  • Workshop
  • Vision
  • Strategy
  • Toolbox
  • Plan
  • Team
  • Review & Path

The strategy behind this process is key:

  • Asset Allocation is very important (Time sensitive planning)
  • Buy Quality Management
  • Don’t try to time the markets
  • Successful investors act on a long term plan, while failed investors react to markets

Clients have a clear understanding of where they stand at any given time, and what is required to achieve their personal goals and financial independence.

 

Award and achievements:

  • CFP
  • CLU
  • RCC

Personal Profile

I have lived in the Kingston area for the last 45 years.  I am married with three children.  I am the second generation of the Fisher family to join Professional Investments after my father, Ossie Fisher, started the company in 1984.  We are now a three generation family company with my son, Alex, joining our firm recently.  This family owned business is run not only on family values but the passion to help others achieve their goals.

In following my father’s philosophy, I have no ambition to retire from this profession.  My father is well into his eighties and is still very active in the daily operation of Professional Investments and the ongoing planning with his clients.

Contact Paul Fisher

Interesting Stuff