Jason Paulsen

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.