Paragon Trust
Status
Global HQ
Canada
Countries of investment
Investment stages
Industries
About
Paragon Trust Company is a leader in comprehensive financial planning and fiduciary services, offering a wide array of tailored solutions including tax assistance and trustee services. With a wealth of experience in the tax, financial services, and trust industries, we are committed to delivering personalized strategies that cater to the unique needs of small business owners and individuals alike. Our dedicated team prioritizes client relationships, ensuring that each solution aligns with their long-term financial goals and aspirations. At Paragon Trust, we strive to empower our clients with the knowledge and resources necessary for achieving financial success and security.
Paragon Trust Company is a leader in comprehensive financial planning and fiduciary services, offering a wide array of tailored solutions including tax assistance and trustee services. With a wealth of experience in the tax, financial services, and trust industries, we are committed to delivering personalized strategies that cater to the unique needs of small business owners and individuals alike. Our dedicated team prioritizes client relationships, ensuring that each solution aligns with their long-term financial goals and aspirations. At Paragon Trust, we strive to empower our clients with the knowledge and resources necessary for achieving financial success and security.
Investment Thesis
Manager's Experience
With over 15 years in the investment landscape, the fund manager has successfully executed numerous deals across technology, healthcare, and renewable energy sectors. Active in both early-stage and growth investments, their strategic style emphasizes a data-driven approach, leveraging analytical insights to identify market trends. The manager has facilitated notable exits in North America and Europe, showcasing an ability to navigate diverse market conditions. Their portfolio reflects a commitment to thematic investments that align with evolving consumer needs and technological advancements.