Kevin Paul

Kevin Paul
Kevin Paul

Senior Investment Advisor

B.Comm.

CFP®

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(905) 815-2306

Office Location

354 Davis Rd Oakville, ON L6J 2X2. map

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I have been working in the financial services industry since 1990 and have been providing financial advice and wealth management services with TD Wealth Private Investment Advice since 2001.  I graduated from Concordia University in Montreal with a Bachelor of Commerce degree and also hold one of the industry’s most recognized designations, Certified Financial Planner (CFP®), awarded by the Financial Planners Standard Council.

Phone

Fax

(905) 815-2324

Branch Phone

(905) 815-2300

Branch Fax

(905) 815-2324

Certificates

B.Comm.

CFP®

Mission Statement

I will strive to help you reach your financial goals by introducing a variety of strategies, products and services that are customized to your unique goals and objectives.  I will use a wide range of tools and resources to develop recommendations to assist you in reaching your financial goals.

Philosophy:

I will work with you and your family to help accumulate, preserve and eventually transition your wealth, using a 6 step process to develop wealth management recommendations:
 
Step 1:  Identify your financial goals.
Step 2:  Perform analysis to determine your ability to reach your stated goals.
Step 3:  Calculate your target rate of return & any required savings to help you meet your goals.
Step 4:  Develop an appropriate portfolio asset allocation that takes into account your target rate of return, time frame and individual risk tolerance.
Step 5:  Recommend and implement customized financial solutions to help you reach your financial goals.
Step 6:  Regularly review your portfolio and financial objectives & implement changes as required.

Service Standards:

I am dedicated to serving my clients with integrity and am committed to the following principles:

  • honest, transparent, and open communication
  • highly responsive, first-class service
  • unbiased, professional, and timely advice
  • dedication to my belief that "clients' interests always come first"

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies
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Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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