Paul Crake

Paul Crake

Senior Portfolio Manager

Senior Investment Advisor

CFP®

CIM®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 512-2835

Office Location

5140 Yonge Street Suite 1600 North York, ON M2N 6L7. map

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 by focusing on companies that not only pay dividends but consistently grow their dividends, clients can potentially 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 have to offer clients, including Private Banking, Trust and Estate Planning, and Risk Management.

As a holder of the Certified Financial Planner (CFP®) designation, 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.

Phone

Toll Free

(800) 382-4964

Fax

(416) 512-6923

Branch Phone

(416) 512-6788

Branch Fax

(416) 512-6224

Certificates

CFP®

CIM®

Languages

English

Mandarin

Education

Bishop’s University

Crake Fowell Wealth Management

At Crake Fowell Wealth Management, we service wealth and life management practice to help high net worth families and businesses strategically accumulate, preserve and protect their wealth.

Helping identify financial blindspots

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.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

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.

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.

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

TD Economics

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

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Article

Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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