Skip to main content

Jason Paulsen

Investment Advisor

  • CIWM
  • CIM®

Wealth management that evolves as your needs, priorities and circumstances change over time

Jason Paulsen is an Investment Advisor located in downtown Edmonton. Jason provides a full suite of wealth management services to his clients, including tax, investment and comprehensive wealth planning. His dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.

Jason has been providing TD clients with innovative wealth solutions for over ten years. His clients include families and individuals who are in unique financial situations that require special attention and needs.

Jason holds the Chartered Investment Manager (CIM®) designation and the Certified International Wealth Manager (CIWM) designation. This background is focused around investment and wealth management strategies specializing in retirement planning, estate planning, tax efficiencies and portfolio techniques. Jason has gained valuable skills that he utilizes daily to position client portfolios to participate in market gains while also minimizing risk.

Jason has always put a large emphasis on integrity in his career. He believes in having a clear and straightforward fee structure to ensure his clients understand that every decision that is made, is done in their best interests.

Onboarding Process

Jason believes in using a four-step process when taking on new families:

 

1. Setting the Foundation – Understanding what is important

A comprehensive discovery is done to understand not only each client’s full financial situation, but also their priorities in life. Only by being thorough with the uncovering process can the full range of concerns or obstacles become apparent. 

 

2. Designing the Plan – Working with you to create a custom solution

Once priorities and concerns are established, a personalized solution is created to adapt and address those needs. Risk management and tax savings tactics are established and set the guidelines for the portfolio. A proposed solution is set in place to accomplish or work towards the goals of the client.

 

3. Constructing the Portfolio – Putting the plan in motion

The plan begins to be implemented and the portfolio is carefully shaped into the desired solution. By gradually entering the markets and using a disciplined buy strategy, the portfolio is structured to engage in gains while reducing downside exposure. After two or more phases of investing, the portfolio is fully constructed.

 

4. Reinforce & Renovate – Adjusting and adapting proactively

Constant vigilance and evaluation are done to make sure the portfolio is defended as much as possible from negative market situations. Financial security is always a priority and is continuously top of mind.

As time progresses, priorities and concerns will begin to change. This is why consistent communication and re-discovery are an ongoing part of the process.

ADDITIONAL CONTACT

Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?