Responsible for client relationship building, retention and business development, Mr. Mascard spends his time working closely with families on the softer issues of family wealth generation, preservation and growth.
Mr. Mascard has had an extensive career of over 30 years in the Financial Services industry. Joining the Investment Counsel division of a Canadian chartered bank in 1991, he went on to become one of their top business development professionals in the country, and was subsequently promoted to Regional Manager, Eastern Canada; a role that entailed not only developing new business but also managing 20 of his peers.
In 2001, Mr. Mascard joined one of Canada’s oldest independent investment counseling firms in the role of Business Development, Marketing and Client Service. As a result of his efforts, the firm experienced increased growth of 50%. In 2009, Mr. Mascard took on the role of Senior Vice-President at a Toronto based investment firm, where he was successful in transitioning the firm’s Sales and Marketing solution and contributed to the growth of the firm’s assets under management.
Prior to joining Wellington-Altus, Paul founded a Markham-based Investment Counsel firm in 2010, where he was responsible for operations, sales, and service. As a result of his strong client relationships, Mr. Mascard managed to grow the firm to become a leader in the industry. He also specialized in advisory services, such as will and estate planning, family governance, philanthropy, and fine art wealth management.
After attending the University of Toronto, he completed the Canadian Securities Course. Over the course of his career, Mr. Mascard has also had extensive dealings with legal counsel around the effective drafting and execution of Will and Estate planning documents for his clients. He also received his F.E.A designation with the Family Enterprise Exchange.
Mr. Mascard is an avid collector of Canadian art. He has also developed a strong presence in his local community, having volunteered at the executive and coaching levels with local sports organizations. He is on the Board of Directors at the Briars Golf Club and heads up their Finance Committee. Paul just celebrated his 30th wedding anniversary with his wife Suzanne and has two adult children.