Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
With over 23 year of investing experience, Paul has developed a disciplined, systematic investment process designed to help High Net Worth families and businesses strategically accumulate, preserve and protect their wealth with passion and a dedicated team to provide exceptional client service. Through extensive experience and research, Paul has found that by focusing on companies that not only pay dividends but consistently grow their dividends, clients can potentially grow their assets over time, while also increasing their long-term sustainable cash-flow. In addition, Paul also takes a holistic approach with his clients, drawing on all the resources that TD Specialists have to offer clients, including Private Banking, Trust and Estate Planning, and Risk Management.
As a holder of Certified Financial Planner (CFP®) designation, Paul is able to assist clients plan for life's transitions. As a Portfolio Manager, he is able to provide discretionary investment management, through TD Wealth's Privately Managed Program. He actively manages portfolios on behalf of clients who prefer not to be part of the day to day operation of their portfolio; always with their risk tolerance and investment objectives in mind.
When not focused on clients, Paul is an avid cyclist, triathlete and skier and likes to spend time with his wife and growing children, spending winters skiing and spending time in Collingwood and at the family cottage.
English
Mandarin
Bishop’s University
Senior Portfolio Manager
Senior Investment Advisor
CFP®
Don has been looking after the needs of individuals, families and corporations for over 18 years, and has over 24 years in the investment industry. He focuses on working with his clients and designing portfolios to meet their unique goals and objectives, and is licensed to use a wide range of investment products to meet these goals. Also he is a Life Insurance Advisor with TD Wealth Insurance Services. As a holder of the Certified Financial Planner (CFP®) designation, Don is one of a select group of Portfolio Managers able to offer the Privately Managed Program, TD Wealth's premiere discretionary management program and is able to further assist clients' plans for all the transitions in their life.
Outside of work, Don can be found with his young family, participating and coaching their activities. As an Investment Advisor and friend, he believes in the value of giving back to the community, and also volunteers for a number of local charitable organizations.
English
Mandarin
Investment Advisor
CFP®
CIM®
FCSI®
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Relationship Associate
Client Relationship Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.