Helping individuals make informed decisions about their financial future is one of the most gratifying aspects in my role as a wealth management professional.
I have more than 20 years of experience in the financial services sector and during this time I have obtained both my Financial Planner designation with the IQPF (Institut québécois de planification financière) and my Chartered Investment Manager designation with the Canadian Securities Institute. In addition to these credentials I am also licensed for option products as well I am a Financial Security Advisor with TD Wealth Insurance Services.
In recognition of my commitment to education, professionalism, and high ethical standards, I was also awarded with the highest honour in the financial services industry; the Fellow of Canadian Securities Institute designation. This honour is reserved for the financial services professionals who have met the most exacting standards, industry experience, advanced education and solid endorsement from their peers and superiors.
I believe that my vast investment knowledge and active listening skills allow me to help you achieve your financial objectives by providing you with ongoing trusted advice and solutions. I can advise you on investments, life insurance strategies, financial planning, retirement planning, tax and estate planning.
My mission consists of providing you with wealth management strategies designed to suit your specific needs and goals.
For several years now, I have been acting as a spokesperson for TD Bank Group handling media requests as well as public speaking engagements.
Feel free to contact me to learn how you and your family could benefit from my customized approach to wealth management. I will be happy to answer any questions you may have.
I look forward to working with you!
Group Paradis & Associates 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.