Welcome to flexible, transparent, tax-efficient wealth strategies
Our team helps families manage their wealth for the long term through strong relationships that grow across generations on a foundation of personal trust and understanding. Here is what you can expect when you share your wealth journey with us. Connection.
We are passionate about understanding our clients. Like most people, we are more comfortable meeting outside the formal business environment over a relaxed lunch, a glass of wine or a cup of coffee. Discussing their goals, families and personal preferences, we can feel barriers fall when we break bread together. The result? Less stressful relationships and more customized portfolios. Flexibility.
Our flexible, transparent, tax-efficient solutions can help meet our clients’ current and future needs. Many things can change in your circumstances and the world in general, so we strive to remain well positioned, responsive and service-oriented to address them proactively. We deliver what our clients’ needs dictate.Transparency.
We are upfront to help you understand the securities you hold and why, as well as the cost of our services. Paul believes it’s important to clarify the details, so you understand his investment process and stay in control of your wealth.Experience and long-term commitment.
Paul Gill has over 18 years of investment experience and has navigated clients through up and down market conditions. He invests in a conservative, client-centric way that aims to minimize your exposure to risk and volatility. Understanding that relationships take time and trust, Paul works at his clients’ pace to ensure they understand the process and don’t feel rushed. Many of our clients have expressed that they take comfort in knowing that Paul is committed to managing their wealth for many years. Long-term, multigenerational thinking.
Our goal is to serve the whole family through multigenerational relationships. We help the younger generation to learn the importance of long-term planning and disciplined financial habits, and also address the specialized wealth planning needs of seniors in language they can understand. Comprehensive wealth planning.
We go beyond investment management to take a strategic and in-depth approach to wealth planning, using visuals to help you see the big picture – what you hold, how the money flows, how insurance can be an effective tool when used in non-traditional ways to shelter your assets tax-free after you pass away, and how devastating estate taxes can be without insurance protection.
Working alongside TD specialists or your own personal accounting and legal advisors, we help to provide tailored and complete strategies to guide you in creating an integrated roadmap that includes:Deep discovery enhanced by behavioural finance.
Using sophisticated behavioural finance principles, we can identify your investment tendencies, financial blindspots, and personality preferences such as what kinds of presentation resonates best with you. It’s a quick and easy process that research has proven is effective in helping us understand and counsel our clients. Our discovery conversation includes a discussion of your:
Committed to helping you achieve your vision of success
Click here to learn about our four pillars for your success.
Gill Wealth Insights Summer 2020.pdf
Gill Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.