Paul Boulter
Senior Investment Advisor
BA
CIM®
CIWM
Wealth management that evolves as your needs, priorities and circumstances change over time
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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 Angela Oniszeczko, 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.
Phone
Certificates
BA
CIM®
CIWM
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.
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Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Your Unique Goals
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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