The Firm


Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations.

Our Beliefs….

“The value of independence is truly unbiased, client-focused advice.”

“Wealth is created through capital preservation, the compounding effects of income generation and a value-based approach to equity investing.”

Absolute return strategies enhance diversification, lower investment volatility and improve long term investment returns.”


Paragon’s overall investment approach is value-based, with strategic asset allocation being a priority in achieving the specified goals and objectives of each client. The key to achieving long-term successful investment returns for Paragon’s clients’ is the discipline Paragon provides.

Ethical Principles….

Paragon adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct. The core principles of which include:

  • Placing clients’ interests first
  • Independent and objective professional judgement
  • Professional competence and integrity
  • Preserve client confidentiality


As an independent portfolio management firm, Paragon is regulated by the British Columbia Securities Commission (BCSC), our Principle Regulator. Paragon is also registered to serve clients in the provinces of Alberta, Ontario and Quebec.