Paul Jarvie CFP®
Paul Jarvie is a CERTIFIED FINANCIAL PLANNER® professional and Senior Financial Consultant with IG Wealth Management, serving clients in Newmarket and the surrounding region. With over 16 years of experience in financial services, Paul specializes in comprehensive wealth and retirement income planning for high-net-worth individuals, retirees, and business owners. His approach integrates investment management, retirement income strategies, tax-efficient planning, and estate preservation. Paul is known for his ability to simplify complex financial concepts and deliver personalized solutions that align with each client’s life goals.
As part of the Vanno Ort & Paul Jarvie team, Paul emphasizes mentorship, transparency, and long-term relationships. The team is recognized for its deep industry experience and commitment to helping clients achieve financial confidence through every stage of life. Paul holds the CFP designation and is actively involved in community initiatives, reflecting his belief that financial well-being is closely tied to personal and community growth.
On a personal note, Paul and his wife Loretta enjoy spending time with their two young grandchildren Harlow and Archie, and have been informed that another grandchild is coming in Feb 2026.
Getting to know Paul
- Hidden ambition: Professional football player
- Favourite authors: John Grisham, James Patterson, Greg Isles
- Favourite quote: Don’t worry about your last shot, focus on the next one!
- Favourite food: Lasagne
- Best piece of advice for financial security:
- Pay yourself first and start right away! It doesn’t matter how small; money grows the earlier it’s invested.
- Ask yourself when you’re thinking of buying something: is it a nice to have or a need to have?
- Favourite pastime: Playing basketball and football