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Paul joined TD in 2002 and brings over 18 years of experience in the financial services industry. He is dedicated to delivering tailored solutions to help meet his clients’ immediate and long-term needs. As a Portfolio Manager, he provides his clients with discretionary investment management solutions.
Paul holds Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM®) designations as well as a Bachelor of Arts in Economics from the University of Victoria. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
Paul lives in North Vancouver with his wife, daughter and son. He invests his personal time volunteering as a coach for his kids’ soccer teams, enjoys the occasional round of golf, skiing with his children and fundraising for the charities that are most meaningful to his family and clients.
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Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.