Paul Lindley, Investment Advisor,Red Deer, AB

Phone

Office

Mobile

Office Location

4902 Gaetz Ave., Suite 102 Red Deer, AB T4N 4A8. map

Paul Lindley is an Investment Advisor at TD Wealth Private Investment Advice located in Red Deer Alberta. After graduating from the University of Alberta with a Bachelor of Economics (B. Econ.). He has spent over two decades in the financial advisory industry. Located in Central Alberta with his family, Paul's investment practice focuses on helping build risk-adjusted and tax-efficient portfolios. Paul uses a team based approach to managing a client's plan. Consulting with his client's own tax and legal advisors as well as working with other TD Specialists who have expertise in tax, estate planning strategies, insurance and other investment solutions are an integral part of helping create this customized wealth management plan.

Paul's philosophy is to help minimize portfolio risk, create tax effective income solutions and provide clients with efficient wealth transition strategies.

Take some time to review the information on Paul's website and contact him for a confidential review of your current financial situation.

Phone

Toll Free

(888) 827-1117

Fax

(403) 357-1854

Branch Phone

(403) 357-1859

Branch Fax

(403) 357-1854

Certificates

PFP®

Languages

English

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:

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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Initial Discovery
Retirement Planning
Personalized Strategies
Proactive Reviews
Transfer of Wealth

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.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Personalized Strategies

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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