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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-07-05 |
Branch Locations
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
10 Four Seasons Place Suite 401, Toronto M9B 6H7 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Stewards Inc. | Toronto | 11/2011 | Present | |
| Oneascent Financial Services Llc | Birmingham | AL | 06/2023 | Present |
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.
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