Profile
“Understanding each advisor, what they need, and how to communicate depending on their personality can only come from experience and a high degree of professionalism”
Brent Paul,
Mackenzie Investments
Brent Paul’s interest in finance began in 1996 when he was 18 years old.
“My father was always interested in investments and one night he took me to a seminar. I listened to a group of financial advisors present and I was hooked,” he recalls. “Not many people at 45 can say they began their career at 18.”
Now district vice president at Mackenzie Investments, Brent began his career at The Financial Planning Group before moving to Fidelity Investments in 2000.
With 28 years of market experience under his belt, he has been through the technology bubble and the financial crisis, to name a few challenging periods. “Sometimes the best way to discuss these types of events is to actually have lived through them,” he shares.
Joining Mackenzie in 2015, Brent in his current role works alongside advisors to provide solutions tailored to individual client needs.
“Working with hundreds of advisors and consequently, hundreds of different types of personalities, you have to be a bit of a chameleon,” he says. “Understanding each advisor, what they need, and how to communicate depending on their personality can only come from experience and a high degree of professionalism.”
Brent has won the Mackenzie Everest Award twice throughout his time at the firm, citing the achievement as a career highlight.
180 Queen Street West, Toronto, ON M5V 3K1
519 670 2529
bpaul@mackenzieinvestments.com
linkedin.com/in/brent-paul-6a04758b
mackenzieinvestments.com
Brent Paul
District Vice President
Mackenzie Investments
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Bio
Milestones
Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“Consistency, educating the advisors on what they own, and why it’s performing the way it is, are all part of keeping our clients informed”
Brent Paul,
Mackenzie Investments
1996–2000
2000–2015
2015–present
2010
2022
Assante Wealth Management
1996–
2000
Fidelity Investments
2000–
2015
Mackenzie Investments
Two-time Everest Award winner, consistent 1st/2nd quartile Environics rating, three-time winner of the WPC Top 50 Wholesaler award
2015–
present
Regional Vice President, Sales at AGF Investments
2010
District Vice President, Sales at Mackenzie Investments
2022
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
• Gold award for Magazine or Newspaper Advertisement
• Silver award for Promotional Email
• Silver award for Most Out-of-the-Box Idea
As a product manager, Rios knows that success is all about prioritizing and making trade-offs. The VP continually strives to find a balance between upskilling her team and herself.
“The more capable my team is, the more they can take on and allow me to tackle difficult problems, of course, but there is always a balance between the longer-term training and needing to get some work done in the short term.”
While Rios admits she doesn’t always get it right, the VP takes every experience as an opportunity to grow and learn. “I find a lot of value and enjoyment in trying something new, and excitement in not knowing what problem needs solving on a given day.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
He says, “This award recognizes a variety of different categories and to win, you need to achieve a first-place position in one of the designated categories. Winning it twice in two different areas has been my biggest achievement so far.”
As a leader in his field, Brent is committed to delivering best-in-class expertise to clients. To stay up to date on market trends, the VP tunes into business shows and listens to podcasts.
“I always say I never want to talk about a product today that I’m going to have to apologize for a year from now. Consistency, educating the advisors on what they own, and why it’s performing the way it is, are all part of keeping our clients informed.”
Accordingly, Brent’s strongest quality is his ability to establish and foster trust.
“I don’t come across as a slick salesperson and the feedback I have received from my clients is that they appreciate my honesty, consistency, and down-to-earth approach.”
Reflecting on the keys to his success, the VP notes that it is often the little things that have the greatest impact.
“I’m a big stickler when it comes to attention to detail. Everyone can do the big things well, but not everyone can do the little things. Making sure we have a core focus on things that we can control is paramount to our success,” he says.
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