The financial portrait of an individual is made up of several different aspects and it is with a great deal of satisfaction that I assist my clients in prioritizing these items.
Before making the move to the financial services industry I was the owner of a successful business for 13 years. Following the sale of my company I embarked on a new career path in the investment field. I have been working in collaboration with Hélène Paradis for the last 13 years.
As an Investment Advisor with the Group Paradis & Associates, I'm in a position to work with other TD Specialists to assist you in the following areas:
- Retirement planning and tax planning
- Life insurance, disability insurance, critical illness and long term care solutions
- Estate transfer and business succession planning strategies
I invite you to communicate with me or any member of my team to discuss your portfolio where you can benefit from an independent and impartial review of your financial situation.
I look forward to working with you!
Paradis Plourde & Associates is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.