Skip to main content

Paul Kwan

Vice PresidentInvestment Advisor

"Working together to help you achieve what truly matters to you"

Meet your wealth advisory team

Paul has an uncompromising determination to provide personalized investment strategies to help you achieve long-term financial security. He believes in capital preservation as a cornerstone to his investment philosophy, building plans that are flexible enough to respond to short-term changes yet disciplined to provide the opportunity for greater returns over the long-term. Paul also believes in the importance of having a "life stage" approach to support you across different life stages.


Paul has moved to Canada from Hong Kong at the age of 14. After graduating with a B.A. Economics from Simon Fraser University in 1991, Paul became an Account Manager in the Personal Financial Services department of an international bank. Given his success in building strong and trusted client relationships, Paul was appointed Vice-President and Investment Advisor at a major brokerage firm. In 2011, he was invited to join TD Wealth Private Investment Advice.

Integrity, trust and honesty form the heart of Paul's business. He believes that effective communication and a strong working relationship with his clients are necessary for success.

If you believe that you will benefit from our services, please feel free to contact us by email or phone. We look forward to speaking with you soon.

Meet your comprehensive team

The team includes an estate planning specialist and private banker to serve the diverse needs of our high net worth clients. We are also able to work alongside your accountant or lawyer, to provide seamless wealth management strategies.

Meet you comprehensive team.png

Clients we serve and understand

We have demonstrated experience in serving clients like you, across many stages of life.*

Clients we serve and understand.png

*The calculation and data are based on 90 households under Croesus Wealth Management System as of May 24, 2018

Three principles guide our investment philosophy

Here are three core areas that guide the way we run our practice:

Our 15-15-15 approach

For each portfolio, our team hand picks 15 Canadian, 15 U.S. and 15 international holdings.  Investments are selected using rigorous screening criteria, to provide quality, solid diversification and a balance between risk and return. These holdings are monitored on a continuous basis.  Depending on each investor's risk tolerance and investment objectives, the investment strategy will vary within the 15-15-15 approach.


A success story

Here is one example of how our team has helped our clients to succeed. We are committed to providing a wide variety of solutions for even the most complex of situations.

  • Two co-owners operating a home decor wholesale company in their early 50s
  • Both were busy managing the business, which had grown quickly over the past decade
  • $8.5 million in investable assets under personal and holding companies, across multiple financial institutions
  • Primary goal was to consolidate finances and retire comfortably in 5 to 10 years                                                                                 
  • Consolidate accounts and streamline investment holdings from over 50 to 20. Objective is to improve economies of scale and allow better visibility over investments
  • Update portfolio to focus on wealth protection and cost efficiency
  • Review business succession planning and tax planning with TD Wealth Specialists
  • Create service matrix that includes monthly communication and quarterly portfolio review. Objective is to allow client to tune out noise and focus on their end goals
  • Clients gained control and confidence with consolidated statements
  • Assets were more secure, diversified and resilient to potential market downturns
  • With updated and better organised finances, clients were potentially in a better position to plan for a retirement on their own terms

Other wealth management opportunities provided by TD Specialists

Our team will look at the many aspects of your financial life and engage TD specialists to help where required.  Having an integrated wealth management strategy can help to improve your wealth position, today and into the future.TDMM_WebGphc_G_009_1903 TD Specialists.jpg

Community Involvement

ridelogo_2018_va_newsw_r2.jpgThe Ride of Conquer Cancer® presented by Wheaton Precious Metals™ benefiting the BC Cancer Foundation. The Ride to Conquer Cancer series is Canada’s largest peer-to-peer fundraising event. Bringing together communities of cancer survivors, cyclists and supporters motivated to make a difference in the lives of people touched by cancer, The Ride to Conquer Cancer has raised more than $96 million in ten years, making it B.C.’s largest cancer fundraiser. The BC Cancer Foundation is the fundraising partner of BC Cancer and the largest funder of cancer research in the province. With the help of thousands of riders we are improving the lives of people facing cancer in BC and beyond.

I Conquered It Group pic _3_.jpg

vmo_logo_sm.pngThe Vancouver Metropolitan Orchestra (VMO) is a non-profit society founded in 2003. They are dedicated to providing superior orchestral mentor ship for talented music graduates, and providing opportunities for the young talents to perform with a professionally-directed orchestra. The VMO offers a program of four concerts each season plus occasional appearances and other presentations in the Lower Mainland. Each season runs from September to May. Paul is one of the directors of Vancouver Metropolitan Orchestra, and is dedicated to the uncompromising pursuit of artistic excellence and the development of an outstanding professional development program.

Paul Kwan Wealth Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of the Toronto-Dominion Bank.


Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427


English, Cantonese, Mandarin


Bachelor of Arts (B.A.), Economics


Vancouver Metropolitan Orchestra , The Ride to Conquer Cancer

View our brochures online

Web_Buttons_digital_03292019 _2_.jpg Web_Buttons_digital_03292019 _1_.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.


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.

MoneyTalk Investing

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

MoneyTalk Life

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

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Money Talk Life - The good, the bad and the ugly of being a landlord

Becoming a landlord might seem like the wild west. But, with the right know-how, renting out property can be a good way to create your own personal gold rush.

Federal Budget 2019

Putting the Middle Class in Focus

Do you know someone who would benefit from my services?