Lifetime Wealth Advisory Group

A financial services professional since 1997, Paul has been providing comprehensive wealth management advice to individuals and their families, as well as corporate investment services, for the last 20 years and has acquired a vast depth of experience. 

Committed to offering total wealth management to his clients, Paul is continually upgrading his professional knowledge in many areas of financial and investment management. He holds a Chartered Investment Manager (CIM^®) designation and is a Fellow of the Canadian Securities Institute. Paul acts as an Investment Advisor to several local accounting and legal firms. 

Both his academic and professional backgrounds have laid the foundation for his investment expertise. He graduated from the University of Ottawa with a Bachelor of Commerce degree and earned his MBA from Concordia University in Montreal and l'Université de Montpellier in France. 

Bilingual, born and raised in the Ottawa region, Paul calls Ottawa home. Outside the office, Paul is an avid sports enthusiast. He loves soccer, cross-country skiing and scuba diving. He also enjoys weekends at the cottage with his wife, Shereen, his daughter Chloé, and his son Zach.

Shereen's investment experience is based on a variety of Senior roles she has performed within TD Wealth and at other firms (Toronto and Ottawa) prior to joining TD Wealth Private Investment Advice. 

Drawing on deep industry knowledge gained from 25 years in the financial services industry – which includes considerable professional experience working with business owners and charities – Shereen provides comprehensive portfolio and wealth management solutions to clients. 

Shereen's objective is to help clients secure the lives they wish to lead. By addressing the challenges clients face, and addressing them with a well thought out plan of action she strives to make her clients feel confident that they are firmly in control of their financial affairs. 

Shereen began her career at Midland Walwyn in 1994 and holds her Certified Financial Planner (CPF^®) designation, Canadian Investment Manager (CIM^®) designation and is a Fellow of the Canadian Securities Institute (FCSI^®) enabling her to provide the highest level of comprehensive servicing possible to clients. A member of the Investment Management Consultants Association of Canada (Investments and Wealth Institute), Shereen is an Honours Graduate from the University of Western Ontario (1994). 

Outside of the office, Shereen enjoys spending time with her husband Paul and two children, Chloé and Zachary. She has been active on parental boards in the past and is currently volunteering her time to causes that support the needs of women and children. She loves to cook, ski, run and hike and can often be found outdoors on weekend mornings.

A seasoned investment professional with over 34 years of experience in the banking and investment industries, Tom brings a unique perspective to the challenges client face in building and protecting their wealth. His experience allows him to retain a calm and logical approach to the ups and downs of market cycles. He employs a measured approach and investment discipline, drawing on many resources to make tailored decisions in the interest of each client. His goal is to help them make smart, informed decisions about their money. Tom believes his success in advising clients is based on earning their confidence and trust by putting their financial interests first. With this approach, he has built many successful long-term client relationships. 

Born and raised in Ottawa, Tom chose to build his career here, where he benefits from a community he knows well and many contacts and connections. He earned an economics degree from Carleton University in 1983 and holds both a Certified Financial Planner (CFP) and a Personal Financial Planner (PFP) designations. 

Tom has been happily married for 32 years and has two adult sons, of whom he is immensely proud. In his off hours, he is an avid skier and enjoys traveling with his wife, Michelle.

Poised, capable and cool-headed, Tina's professional focus is on client relationship management. Typically, Tina is the first line of contact for the clients of our practice and the primary go-to person for their expectations and needs. Tina brings 24 years of investment industry experience to her role at Lifetime Wealth Advisory Group, the last 19 of them with TD Wealth. 

In addition to her commitment to the delivery of exceptional service standards, Tina has the investment experience necessary to understand, accommodate and act upon – often complex, and sometimes demanding – client requests. 

Designations – Financial Management Advisor (FMA) (2006), Certified Retirement Specialist (2012), Fellow of the Canadian Securities Institute (FCSI^®) (2009). Tina is also a Life Insurance Advisor with TD Wealth Insurance Services. 

Tina has a passion for travel which she shares with her husband, Russ. Tina hikes, loves the theatre, and is an accomplished cook.

Miranda represents the core of the administrative services our practice delivers. With TD Wealth Private Investment Advice for the past two years, she brings an outstanding level of professionalism and enthusiasm to the day-to-day organizational efficiency of Lifetime Wealth Advisory Group. In addition to her administrative responsibilities, she is an invaluable asset to our group during tax season, fielding enquiries and sourcing solutions. 

A graduate of Algonquin College, where she earned a diploma in Business Administration, Miranda is an avid outdoor enthusiast. Snowmobiling in winter and four wheeling in summer are just two of her primary outdoor pursuits. Miranda's other enthusiasms include travel and taking early morning hikes with her dog Sadie and boyfriend Nick – a talented photographer – to catch the perfect sunrise.