paul savage CBI, cfa

The journey to become a business broker for Paul Savage, began while Paul was searching for a business to buy. As he looked at businesses, his interest and passion turned toward business brokerage.

Paul brings a wealth of knowledge and expertise acquired over 2 decades in the financial services industry to helping people buy and sell businesses. This experience includes such roles as trusted advisor, wealth manager, mentor and a results oriented leader, including at the executive level. This experience has allowed him to develop high level interpersonal and communication skills. Buying or selling a business is profoundly personal and these are essential skills that Paul brings to his relationships.

As a Chartered Financial Analyst “CFA Charterholder”, Paul is deeply committed to professional development. The CFA credential is the pre-eminent globally recognized investment industry credential. The demanding curriculum of the CFA program provides Paul with a strong analytical background and that helps ensure clients are well served when they are involved in a business transaction. Paul and his wife, Judy, have two young adult daughters and are long time residents of the North Shore. Outside of his professional life Paul is passionate about cycling, travelling and cooking and spent 9 years as a coach in the North Shore Girls’ Soccer Club.