Gill Wealth Management Group
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Paul joined TD in 2002 and brings over 25 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. He and his team work with high-net-worth individuals and their families to develop and execute personalized financial plans, portfolio design and investment strategies. As a designated Portfolio Manager, Paul provides his clients with discretionary investment management solutions.
Alongside your team of professionals (such as accountants or lawyers), or through access to his own network of TD specialists, Paul can help to develop broader wealth management strategies, including tax, insurance and estate planning. With this focus on comprehensive wealth management, Paul works to maximize client wealth and facilitate its smooth transfer from one generation to the next.
Paul holds the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute, and Certified International Wealth Manager designations. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Paul lives in North Vancouver with his wife and their two children. Outside of work he enjoys the occasional round of golf, skiing with his children and fundraising for various charities.
Gill Wealth Management Group Quarterly Wealth Insights
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
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
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.
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