Decades of Devotion to our Clients

Since 1988, Paragon Financial Services has been a trusted partner for business owners, nonprofits, strata corporations, retirees, and families, guiding multiple generations with expert financial advice. With decades of experience under our belt, we help clients in cash management, financial planning, investment management, tax planning, and risk management through insurance.

Our Approach

Our team utilizes an integrated approach to wealth preservation and growth. Our core services include:

  • Cash Management – We help clients maximize their idle cash by sourcing the highest-yielding GICs and high-interest savings accounts from a wide range of financial institutions. Our strategic approach ensures liquidity, security, and competitive returns on cash reserves.
  • Financial Planning – Developing customized financial strategies for wealth accumulation, retirement readiness, and long-term financial security.
  • Investment Management – Designing personalized investment strategies that align with financial goals, risk tolerance, and time horizon.
  • Tax Planning – Implementing proactive tax strategies to minimize liabilities and maximize after-tax wealth.
  • Insurance Solutions – Providing risk management strategies that protect individuals, families, and business owners from unforeseen financial challenges.

By integrating these key financial disciplines, we help our clients achieve their financial goals with confidence and peace of mind.

Why Choose Paragon?

  • A Legacy of Trust and Stability – For decades, Paragon Financial Services has built a reputation for reliability, integrity, and excellence in financial planning.
  • Multigenerational Relationships – We have proudly served multiple generations of families and business owners, helping them navigate financial milestones with confidence.
  • Expertise and Personalized Strategies – With extensive experience, we deliver tailored financial solutions that evolve with our clients' needs.
  • Long-Term Commitment – Financial planning is an ongoing process. We are dedicated to guiding our clients through every stage of their financial journey, ensuring stability and success for years to come.

Clarity comes before prosperity—let us help you see the way by planning with Paragon today.