PT
Paul S. Tyers
ONEASCENT FINANCIAL SERVICES LLC
Toronto, M9B 6H7
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CRD#: 7352296
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Professional summary
Paul Stanley Tyers, who also goes by Paul Tyers, is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC .
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Tyers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Name of Business: Canadian Life Settlements. 401-10 Four Seasons Place Toronto, Canada. Start Date: 03/15/2018. Current duties: Paul Tyers is President of Canadian Life Settlements Inc., and oversees its strategic direction. It is wholly owned by Life Insurance Liquidity Options Limited Partnership. Canadian Life Settlements purchases life insurance policies from the public and administers its portfolio of life settlements for the investors. As portfolio manager, Paul discusses the pros and cons of investing in life settlements and facilitates clients to invest in the life settlement pool. 2. Name of Business: Life Insurance Settlement Association of Canada (LISAC). Address: 2300 Yonge St. P.O. Box 2401, Toronto, Canada. Start Date: 01/01/2017. Title: Board Member. Current Duties: Member of the Life Insurance Settlement Association of Canada (LISAC) Board of Directors. 3. Name of Business: Wealth Stewards Inc. Address: 401-10 Four Seasons Place, Toronto, Canada. Start Date: 10/31/2008. Current Duties: Director and President. Wealth Stewards is in the business of providing financial planning services and life/accident insurance brokerage to clients. 4. Name of Business: Orange Benefit Fund. Address: 505 Consumers Rd., Suite 706, Toronto, ON, M2J 4V8, Canada. Start Date: 06/01/2023. Current Duties: Paul has accepted a seat on the Orange Benefit Fund Board of Directors. Orange Benefit Fund is a frasternal life insurance company registered with OSFI. We don't believe there is a conflict with his director role and his role as a Portfolio Manager with Portfolio Stewards Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Stanley Tyers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 5, 2023 - Present
ONEASCENT FINANCIAL SERVICES LLC
Office #1: 10 Four Seasons Place Suite 401, Toronto, M9B 6H7RIA
CRD#: 284549
Toronto,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
Registered Investment Advisory firm - (8/24/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(7/5/2023)
Exams
Current Firm
OF
ONEASCENT FINANCIAL SERVICES LLC
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
CRD#: 284549 / SEC#: 801-108265
RIA
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Contact information
Main Address
23 Inverness Parkway, Birmingham, AL 35242
Mailing Address
Phone number
(205) 313-9142
Established
Firm type
Fiscal year end
# of Employees
125
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,150 |
| AUM (Assets Under Management) | $ 2,610,953,335 |
Red Flags
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