PAUL A. ISAACSON, CLF, CFP
SVP Sales and Distribution
Credential Financial Inc.
Paul Isaacson joined Credential Financial Inc. as Senior Vice President, Distribution and Sales. He is responsible for the overall national sales and distribution of Credential Asset Management (MFDA), Credential Securities (IDA) and Credential Insurance Services (MGA), including Credential Financial strategies. He is also responsible for the sales and distribution of the Credential Managed account, other Credential Branded Products, and The Ethical Funds Company’s branded products. As a member of the executive management team Paul is also a key participant in the development of the company’s strategic plans and initiatives.
Paul worked at Sun Life Financial and brings over 20 years of experience as a leader in the life and investment funds sector, specifically for Sun Life Financial in Manitoba, Alberta and British Columbia. In 2000 he took over management of Sun Life’s Vancouver operation. He is a Certified Financial Planner professional, Chartered Leadership Fellow, and serves on the board of directors of the Financial Planners Standards Council.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks