Paul M. Lewis, BBA, RHU®, CHS®, CFP®
President & Senior Advisor
Paul is a CERTIFIED FINANCIAL PLANNER professional who started out in the insurance industry in 1992 under the old Canada Life career agency program. Paul developed his niche in dealing with professionals & business owners, as his initial focus was with providing Disability Insurance protection. He obtained the unique RHU® designation and quickly became recognized as a Disability Specialist within the industry, consulting for both clients and peer advisors.
Recognizing that a single company could not satisfy his client’s needs, he partnered with some of his Atlantic Canada associates and began operating under a Managing General Agency (MGA/Dealer) system. This system allows him to operate as an Independent Advisor, having the freedom to deal with numerous companies. .
Today, Paul’s practice entails a more comprehensive approach that focuses on Wealth Management and Financial Planning.
Paul has always been an active member in his community, coaching minor sports, sitting on numerous boards & committees and involved in various fundraising organizations for charities.
Tammy Dumont – Halifax, NS
Office Manager & Executive Assistant
As Office Manager for Granville Group and Executive Assistant to Paul, Tammy’s main goal is to ensure client satisfaction.
Tammy obtained her Office Administration Degree from Mount Saint Vincent University in 1992 and has worked within the Financial Services industry since 1993, experienced in both the investment and insurance areas of practice.
Having joined Granville Group in 2005, Tammy helps build and strengthen our client relationships. Dealing with numerous affiliated insurance and investment service providers, she also ensures our business is conducted with an efficient and professional approach.
The success of Granville Group in building a sound financial practice can also be attributed to some of Paul’s former associates.
As one of the top insurance advisors with the former New York Life Insurance Company, Mort built an extremely large insurance practice. After a very successful career of 42 years in the life insurance industry, Mort retired and sold his practice to Paul in 2004. Paul and Mort were first introduced in 1994 at the time when Canada Life had acquired the Canadian Division of New York Life. Having worked in the same office for over 10 years, Mort developed a relationship with Paul based upon trust, which eventually led to the sale of his practice. Paul is privileged to be able to work with Mort’s former clients and has expanded the services available to them, in the areas of Investing & Financial planning.
With a business degree from St. Mary’s University, George started out in the life industry in 1963. George started his career with the former New York Life and was introduced to Paul in 1994, at the time when Canada Life acquired them. Over the 35 years of George’s insurance career he was acknowledged by receiving numerous Life Underwriter Quality Service Awards. In 2007, George started working with Paul by offering his clients access to additional services that Granville Group had to offer. In 2015 George officially joined the firm and started to transition his business over to Paul. Unfortunately, in March 2017, George passed away after battling cancer. George was especially noted for his loyalty.