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Helping 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.


Paulo Moulatlet, CFP Photo

Paulo Moulatlet, CFP

Investment Funds Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Manulife Securities Insurance Agency


Degrees and Designations

  • Certified Financial Planner (CFP®)
  • Civil Engineer Bachelor 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 23 years ago. He has been working in the Financial Services Sector for 22 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 additional to his financial planning education, Paulo also holds a Civil Engineer bachelor 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 kids under the age of 14 and have lived in South Surrey/White Rock for the past 19 years.


Call 1-604-560-8441