Business Details
15 Years
experience
Your Trusted Partner for Wealth Management Solutions
Paragon Private Wealth is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients. Founded in 2011, our firm builds upon decades of combined experience from our lead professionals in global financial markets. We specialize in value-based equity investing, strategic asset allocation, and risk management, guided by the CFA Institute Code of Ethics. Our client relationships are rooted in trust, stability, and a commitment to financial well-being, with a fiduciary duty to place clients' interests first. We offer institutional-style investment management tailored to individual needs, ensuring safety through protection under the Canadian Investment Protection Fund.Our team's extensive expertise in financial analysis, corporate valuation, and risk assessment enables us to deliver measurable value to clients. We maintain regulatory compliance with the British Columbia Securities Commission and prioritize transparency, professional competence, and integrity in all operations. Our community engagement reflects our dedication to broader societal contributions while maintaining a client-centric focus.
Services
Wealth Management
Portfolio Management
Strategic Asset Allocation
Investment Counseling
Risk Management
Details
- Year established: 2011
Highlights and features
- We offer over 20 years of experience in global financial markets with CFA-certified professionals.
- Our independent investment counsel ensures unbiased, client-focused decision-making.
- Client assets receive protection under the Canadian Investment Protection Fund.
- We deliver institutional-style investment management tailored to individual financial goals.
- Our fiduciary duty prioritizes client interests above all other considerations.
Associations and certifications
- CFA Institute
Services
Wealth Management
We provide comprehensive wealth management solutions tailored to individual client needs. Our approach combines capital preservation, income generation, and value-based investing strategies. With a focus on long-term growth and risk mitigation, we create personalized investment portfolios aligned with clients' financial goals, risk tolerance, and income requirements while maintaining strict adherence to ethical standards.
Strategic Asset Allocation
Our strategic asset allocation service establishes optimal investment mixes based on client objectives. We analyze risk tolerance, income needs, and market conditions to create diversified portfolios across cash, fixed income, equities, and absolute return strategies. Regular rebalancing maintains target allocations while preserving investment objectives through changing market environments and evolving client circumstances.
Investment Counseling
We offer independent investment counseling grounded in fundamental analysis and ethical principles. Our professionals assess balance sheet strength, cash flow, and growth potential when evaluating investment opportunities. This disciplined approach helps clients achieve financial goals through personalized guidance that prioritizes client interests and maintains compliance with CFA Institute standards.
Risk Management
Our risk management service focuses on preserving client capital through diversified portfolios and value-based fundamentals. We implement strategic asset allocation and continuous monitoring to mitigate market volatility. By maintaining strict investment discipline and diversification across asset classes, we help protect client assets while pursuing long-term growth objectives within defined risk parameters.
Portfolio Management
We provide active portfolio management services guided by Investment Policy Statements. Our team continuously evaluates market conditions and client circumstances to optimize investment strategies. With institutional-style management and personalized attention, we deliver tailored solutions that balance growth potential with capital preservation while ensuring compliance with regulatory requirements and ethical standards.
People
Carolyn Thoms
President and Portfolio Manager
With over 30 years in finance, Carolyn holds CFA and CPA designations. She founded Paragon in 2011 after managing portfolios since 2007. Her experience spans financial guaranty, business valuations, and investment industries across Calgary, Bermuda, and Switzerland. Active in community service, she previously served the University of Victoria Foundation.
Rod Thoms
Vice President
Rod brings 30+ years of financial management expertise in capital markets and risk assessment. Holding CFA and CPA designations, he specializes in corporate valuation and treasury management. His career includes senior roles in global financial institutions. He actively supports community initiatives and maintains professional affiliations with CFA Institute and CPA Canada.
Sharon Levene
Client Service and Administration
Sharon has 30+ years in financial services, with 25+ specializing in wealth management. Her international experience spans Ottawa, Victoria, UK, Australia, and Southeast Asia. As a problem-solver, she builds long-term client relationships while contributing to Victoria's community through part-time professional practice.
Questions
What services does Paragon Private Wealth offer?
We provide wealth management, portfolio management, strategic asset allocation, investment counseling, and risk management services tailored to individual investors and institutional clients.
How is Paragon different from other wealth managers?
As independent investment counselors, we offer unbiased advice with CFA Institute ethical standards and Canadian Investment Protection Fund asset security for client portfolios.
What investment approach does Paragon use?
We employ value-based equity investing with strategic asset allocation, focusing on fundamental analysis of balance sheets, cash flow, and growth potential for long-term returns.
Are client assets protected with Paragon?
Yes, client investments receive protection under the Canadian Investment Protection Fund and are held with our custodian National Bank Independent Network.
