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Paul Boulter

Branch ManagerSenior Investment 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 for individuals, families and small business owners.  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.   

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

At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.

We help people define and achieve their financial vision.

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

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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.

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

Market Commentary

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Money Talk

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TD Economics

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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