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