Degrees and Designations

• Certified Financial Planner (CFP®)
• Civil Engineer bachelor's degree (Mackenzie University, Brazil)

Other Education

• Canadian Securities Course (CSC)
• Life License Qualification Program (LLQP)

Industry Associations

Paulo is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

• Financial Planning Standards Council (FPSC)
• Insurance Council of British Columbia

Biography

Paulo is originally from Brazil and immigrated to Canada 29 years ago. He has been working in the Financial Services Sector for 28 years and he has a wide range of wealth knowledge in both financial services products and life insurance products.

Paulo’s main focus is to help individuals, families and small business owners navigate through the different stages of their current financial situation so that they can achieve their most important financial goals. He specializes in providing his clients with various planning strategies including retirement planning, investment planning, tax planning, estate planning and risk management.

In addition to his financial planning education, Paulo also holds a Civil Engineer bachelor's degree from a Brazilian University. As a hobby, he also has earned his fixed-wing pilot’s license demonstrating his attention to detail which he always utilizes when interacting with his clients. Paulo and his wife, Raquel, have 3 children and have lived in South Surrey/White Rock for the past 25 years.

Degrees and Designations

• Global Business Management Graduate Diploma (Kwantlen Polytechnic University)
• Bachelor of Laws (Faculdade de Direito de São Bernardo do Campo, Brazil)

Biography

Amanda arrived in Canada to pursue a Graduate Diploma at KPU in September 2022. After working for 5 years as an independent lawyer in Brazil, she decided on a career shift and chose British Columbia to start over in the business segment.

Amanda’s passion is providing empathetic and bespoke customer service with excellence in inclusive communication and attention to detail, skills she inherited from her past work experience. In addition to her work at Moulatlet Financial, Amanda is an eager fantasy book reader and loves to go paddleboarding during summer.

Amanda is committed to providing excellent customer service and supporting Paulo in helping his clients achieve their financial goals.