Meet The Team
Investment Advisor
Investment Advisor
As a Senior 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.
Investment Advisor
PFP®
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.
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Additional TD Specialists
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.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Will and Estate Planner
Will and Estate Planner
The Will 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.
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.
