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

306A - 354 Davis Rd. Oakville, ON L6J 2X1. map

See Additional Office Locations

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
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

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.

Let's Connect

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Money Mismatch: 4 ideas to manage your money and your relationship

More than half of Canadians surveyed say they would break up over a partner's spending habits. Here's why some planning and flexibility can be the foundation of a great money partnership.

Article

Article

2026 resolutions: 4 things you can do now to improve your fiscal fitness

Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.

Article

Article

3 questions snowbirds should ask before taking flight

The annual migration may look a little different for Canadian snowbirds this year. Whether you're still planning or already packing, here are three items to double-check before heading abroad for an extended period.

Article