With more than a decade of experience in wealth management, Paulson is driven to help his clients achieve financial independence and realize their life goals. A graduate of the University of Waterloo with an engineering background, he is dually licensed to provide advice for both securities and insurance.

Paulson began his life in finance and investing at another financial services firm before moving to Raymond James in 2020. In 2024, Paulson created Cypress Family Wealth to serve his clients with a holistic wealth management approach and tailored investment solutions.

Involved with non-profit work for years, Paulson is currently serving on the Board of The Peoples Church. Paulson lives in Toronto with his wife Sally, and their four children.

Jessie is an administrative assistant at Raymond James Ltd. with a passion for financial services. She has completed both levels of the Canadian Securities Course as well as the Conduct and Practices Handbook Course. Jessie is responsible for all client account administration, and is working towards getting licensed.

With a background in engineering and extensive experience as a project manager in technology, Sally brings a unique blend of technical expertise and strategic thinking to her role as a Wealth Advisor. She is known for her personable and relatable approach, helping clients meet their goals with systematic and logical methodologies. Sally strives for excellence in every aspect of her work, ensuring that each client receives tailored and effective financial solutions. Outside of work, Sally is an avid runner and is a mother of four.