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Paul Boulter

Branch ManagerVice PresidentInvestment Advisor

  • B.A.
  • CIM®
  • CIWM

Wealth management that evolves as your needs, priorities and circumstances change over time

As an Investment Advisor for over 30 years, my objective has always been to provide comprehensive wealth management solutions and peace of mind for individuals, families and small business owners.  Through partnership with Scott Kocher, we work with you to make the most of investment opportunities to help build your wealth and achieve your future goals.  We believe in a straight forward process that defines your objectives and unique circumstances in order to implement a customized financial plan for the long term.   

Our team includes Joan Moores, David Rowney and Annette Pennings, who have expertly handled our service and administration for many years.  We also work in collaboration with a team of professionals within TD Wealth who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies. 

Please call or email me today to see how we can work together to build a plan for your financial future.

ADDITIONAL CONTACT

Toll Free: (877) 371-3996
Branch Office: (519) 371-4095
Branch Fax: (519) 371-0076

LANGUAGES

English

EDUCATION

Wilfrid Laurier University

COMMUNITY INVOLVEMENT

Proud sponsor of the Tom Thomson Art Gallery, the Meaford Hall Arts & Cultural Centre, and the Wiarton Rotary Club. Active volunteer for Owen Sound Aquatic Club and TD Tree Days.

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.

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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?