Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
CFP®
CIM®
CIWM
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.
English
Administrative Associate
MBA
Melissa completed an MBA in October 2023, gaining valuable experience in business strategy and finance. Joining TD two years ago, Melissa started as a Credit Card Specialist where she developed a strong foundation in customer service and financial products. Her performance and growth in the role led to a promotion, and now she works as an Administrative Associate, collaborating closely with Paul and being our clients' main point of contact. Melissa will ensure that you receive timely and thorough information relating to your accounts, provides administrative support and ensures that your accounts are professionally taken care of.
Outside work, Melissa enjoys outdoor activities such as running, hiking, and snowboarding, which help maintain balance and provide energy for both, personal and professional endeavors.
Client Relationship Associate
Client Relationship Associate
Meg joined our team and started her career at TD Wealth in 2024, after gaining experience with other teams at National Bank in Victoria. She has a Masters in Global Management and a Bachelor of Technology in Electronics and Telecommunication Engineering.
Meg has extensive work experience and always strives to provide superior service. She will take care of most cash requests, trading and contributions. She thrives in the dynamic nature of the investment business and loves being in a career where she is talking to clients and continually learning.
Meg decided to call Vancouver her home. Outside of work she enjoys swimming, paddle boarding and travelling.
