Paul Bethel

I empower individuals and families to achieve financial freedom through integrity, empathy, and growth. My mission is to simplify financial planning, align it with clients’ values, and help them live meaningful lives.

Based in Halifax, Nova Scotia, I share my life with my wife and our two energetic boys. We love spending time on the beach, swimming in the ocean, and exploring the beautiful Maritime provinces. In my spare time, I enjoy cycling and discovering new roads, which brings a sense of adventure and balance to my life.

Professionally, I’ve gained a multifaceted perspective on financial services through diverse roles in advisory, wholesaling, and consulting. Now as an Independent Financial Planner, I specialize in crafting strategies to address complex client needs, particularly in estate and retirement planning. My approach integrates innovative tools to optimize plans and deliver exceptional client satisfaction.

I envision a world where financial guidance is accessible, unbiased, and life-enhancing. Let’s connect to create a financial plan that simplifies the complex and empowers you to live your best life.