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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.
Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
English, Language(s) spoken:, Cantonese, Mandarin
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Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.