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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. 


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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
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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.

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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 prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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