Kevin Paul

Kevin Paul
Kevin Paul

Senior Investment Advisor

B.Comm.

CFP®

Working together to help you achieve what truly matters to you

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

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.

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.

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

Share a joint account with a parent? This new tax rule could apply to you

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Share a joint account with a parent? This new tax rule could apply to you

If you share a bank account with a parent or relative, you may have to file a T3 return this tax season. That's because a joint account may be considered a "bare trust." According to new CRA trust reporting rules, these trusts are now required to file a return. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to provide more clarity on this issue.

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TD Economics

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

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Money Talk

Cut out the noise.
Hear what matters.
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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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