1. Planning for Major Purchases & Education Funding
No matter what you have in mind for your next big purchase, start saving for it early with a plan you can stick to.
Kevin Paul Wealth Management
Kevin Paul Wealth Management
Working together to help you achieve what truly matters to you
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At Kevin Paul Wealth Management, our mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. Our team will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals and engaging TD specialists where needed.
Wealth Accumulation, Preservation and Transition
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle, and legacy.
1.Planning for Major Purchases & Education Funding
No matter what you have in mind for your next big purchase, start saving for it early with a plan you can stick to.
2.Charitable Giving & Investment Strategies
Helping you integrate giving into your wealth plan. A simple, effective way to support the causes that matter to you.
3.Banking and Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
4.Retirement Planning & Investment Strategies
Retirement planning is nothing more than preparing for a time when your only job may be to relax and enjoy life.
5.Protecting Your Assets and Passing On Your Wealth
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage.
6.Business Succession Planning
Whether you're passing your business along to family members, partners or employees, you'll want to be prepared with a thorough business succession plan.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle, and legacy.
2. Charitable Giving & Investment Strategies
Helping you integrate giving into your wealth plan. A simple, effective way to support the causes that matter to you.
3. Banking and Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
4. Retirement Planning & Investment Strategies
Retirement planning is nothing more than preparing for a time when your only job may be to relax and enjoy life.
5. Protecting Your Assets and Passing On Your Wealth
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage.
6. Business Succession Planning
Whether you're passing your business along to family members, partners or employees, you'll want to be prepared with a thorough business succession plan.
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
TDAM: WAAC Perspectives
Given the evolution of domestic inflation, we expect the Bank of Canada ("BoC") to continue cutting its policy rate this year. However, barring a swift weakening of the economy, the BoC has stressed that rate cuts will materialize at a slower pace than the hikes they delivered in 2022 and 2023.
TDAM: Market Perspectives - Q3 2024
In our Q3 Market Perspectives, the TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.