Building your
financial puzzle.
One piece at a time.
Areas of Practice
Financial Planning
Financial Planning can often seem overwhelming at first, much like putting a puzzle together. At Wealth In Place, our process is simple and transparent. We take the time to understand each piece, and then we work together to build a unified plan.
Everyone’s financial puzzle will look different, and we would love the opportunity to help you build yours.
Insurance
Retirement Planning
Cashflow Management
Estate Planning
Tax Planning
Investment Management
Corporate Planning
Wealth Management
As an independent Wealth Management firm, we have the freedom to offer a broad range of investment solutions that can be tailored to your specific needs, goals, and stage of life. We work together with you to define clear objectives and structure the holdings accordingly.
Paul MacMunn has been providing financial advice for two decades.
With a background in Corporate Finance and Financial Planning, he has navigated clients safely through various market conditions. Paul holds both the Certified Financial Planning designation as well as the Personal Financial Planner designation.
Outside the office, Paul is a husband and father of three. Making time for family is one of his highest priorities and values. When time permits, his other interests consist of hunting, fishing, and travelling.