Kevin Paul, Investment Advisor,Oakville, ON

Phone

Office

Office Location

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

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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Transfer of Wealth
Will and Estate Planning
Retirement Planning

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

Philosophy:

Service Standards:

We See The Whole You

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Your unique goals

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Kevin Paul