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Kevin Paul

Investment AdvisorVice President

  • B.Comm.
  • CFP®

Working together to help you achieve what truly matters to you

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.

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"

ADDITIONAL CONTACT

Fax: (905) 815-2324
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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