Skip to main content

Paul Crake

Investment AdvisorPortfolio Manager

  • CIM®
  • CFP®

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.

Money Talk

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

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

What the RRIF!? 10 common questions you may have

Many people know at least a little about RRSPs. But what about RRIFs? If you're in or nearing retirement, are you ready to begin the big conversion? Here's a quick guide to the world of RRIFs.

TD Economics

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

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.

Do you know someone who would benefit from my services?