Skip to main content

Paul Crake

Investment AdvisorPortfolio ManagerVice President

  • CFP®
  • CIM®

Working together to help you achieve what truly matters to you

With over 23 year of investing experience, Paul has developed a disciplined, systematic investment  process designed to help High Net Worth families and businesses strategically accumulate, preserve and  protect their wealth with passion and a dedicated team to provide exceptional client service.  Through extensive experience and research, Paul has found that focusing on companies that not only pay dividends, but consistently grow their dividends; clients are able to grow their assets over time, while also increasing their long-term sustainable cash-flow.  In addition, Paul also takes a holistic approach with his clients, drawing on all the resources that TD Specialists has to offer clients, including Private Banking, Trust and Estate Planning, and Risk Management.

As a Chartered Financial Planner (CFP), Paul is able to assist clients plan for life's transitions.  He also holds the Chartered Investment Manager (CIM) designation, and as Portfolio Manager, he is able to provide discretionary investment management, through TD Wealth's Privately Managed Program.  He actively manages portfolios on behalf of clients who prefer not to be part of the day to day operation of their portfolio; always with their risk tolerance and investment objectives in mind.  

When not focused on clients, Paul is an avid cyclist, triathlete and skier and likes to spend time with his wife and growing children, spending winters skiing and spending time in Collingwood and at the family cottage. 


pitch deck icon.jpg 
CF Wordmark Flat Logo.jpg 

click for brochure.jpg 

 

ADDITIONAL CONTACT

Toll Free: (800) 382-4964
Fax: (416) 512-6923
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

LANGUAGES

English, Mandarin

EDUCATION

Bishop’s University

Your success can’t be understood with just a set of numbers. That's why our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Wealth Personality and what influences your decisions – including your financial blind spots. Even the savviest of investors can benefit from knowing their financial blind spots and how they may affect their wealth decisions.

Common financial blind spots include
familiarity_v2.JPG
framing effect_2.JPGloss aversion_v2.JPG

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.

Oil and gold: risks and rewards

Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

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?