Member

Paulo Songane

Peterborogh

True North Retirement Counsel

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Paulo Songane

Member Bio

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As a Financial Planner, my journey in finance has always centered on the remarkable ability to understand human behaviour and leverage it to lead us towards a financially confident life.

My passion for financial planning goes far beyond spreadsheets and investment charts. Growing up, I never felt that we struggled financially; however, I later realized, from observing my parents, that behaviour had more of an impact on financial outcomes than money had on behaviour.

With over seven years in the field, I’ve guided individuals toward making intelligent financial decisions and helped them navigate the psychological aspects of money. It’s not always about making the most profitable choices, but about positioning yourself and your family to live your ideal lives, free from financial stress and full of opportunities.

My approach is deeply rooted in empathy and understanding, taking the time to listen and grasp your goals and fears. By addressing the behavioural aspects of finance, you gain confidence that transcends your bank accounts. I empower you to make choices that align with your values and dreams, enabling you to navigate the intricacies of your finances today to create a future where you thrive.

Nowadays, my focus is on empowering Canadian immigrant professionals and entrepreneurs to build financial confidence and live their ideal lives. I understand the unique challenges and opportunities of immigration, and I am here to guide you through them. The most fulfilling thing I do is care for my clients' futures so they have the capacity to find meaning today and live worry-free.

Specializations

Crossborder Planning (Canada/Other)
Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee based (AUM)

Professional Associations

Local Estate Planning Counsel

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
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