Paul Wheaton, CFA, FEA. HDP

Paul is an investment counsellor at Mawer Investment Management Ltd., where he specializes in helping families develop a balanced understanding of wealth, recognizing that true wealth extends far beyond financial assets. His advisory work focuses on building communication and governance skills that enable families to stay connected and thrive across multiple generations.​

A CFA® charterholder with a Bachelor of Business Administration (Honours) from Wilfrid Laurier University, Paul has earned specialized certifications as a FAMILY ENTERPRISE ADVISOR™ and Heritage Design Professional™. These credentials reflect his commitment to helping family enterprises create a shared vision and build cultures of mentorship, communication, and trust across generations.​

Paul joined Mawer in 2014, bringing extensive experience from senior client service and investment roles at Hamilton Capital Partners, Kootenay Capital Management, and Gluskin Sheff & Associates.​

Paul is an active member of the firm and the broader community serving as an investment committee member for the Jewish Community Foundation of Calgary and maintaining active membership in the CFA Institute, CFA Society Calgary, The Heritage Institute, and the Family Enterprise Exchange.​