Paul Kwan H
Senior Investment Advisor
B. Econ
Working together to help you achieve what truly matters to you
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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 became 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 relationship with his clients are necessary for success.
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Certificates
B. Econ
Languages
English
Cantonese
Mandarin
Education
Bachelor of Arts (B.A.), Economics
Community Involvement
Vancouver Metropolitan Orchestra
Three principles guide our investment philosophy
Our belief in three core areas that guide the way we run our practice:
1 - Capital Preservation
While we are committed to delivering solid long-term investment performance, one of our goals is to help preserve and protect capital.
We focus on investing in shares of companies that have a history of consistently growing their dividends and fixed income investments that provide income and stability.
By continuously monitoring portfolio components, we can make adjustments as necessary to help respond to changes in the markets or to your personal circumstances.
2 - Risk Management
We undertake a disciplined approach to investing and managing risk. Our approach to risk management includes a focus on asset allocation, diversification and quality, while striving to protect your capital.
We use rigorous screening criteria to identify quality investments in which to invest. We diversify your portfolio through our "15-15-15 Approach."
3 - Ongoing Communication
Maintaining strong communication with you is paramount. We will take the time to discover what matters to you, and once we have created your strategy, we will help you to understand each element.
Together, we will undergo a "deep dive" of your investments to help you understand your position at every point in time. We will also keep you informed and educate you about investing.
Our goal is to innovate and look forward, to help ensure that you are set up for continued future success.