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Paul Lane

Vice PresidentInvestment Advisor

  • B.Comm.
  • CFP®

"Our discovery and wealth management approach is driven by what matters most to you"

                  Paul R. Lane, B.Comm., CFP Investment Advisor       Born and raised in Sarnia, Ontario, Paul and his wife Kelly have two children, Matthew and Adam. Paul graduated from Laurentian University with and Honours Bachelor of Commerce degree in 1982.  In 1988, he obtained the original Chartered Financial Planner (C.F.P.) designation, followed by the Certified Financial Planner (CFP) designation in 1997. Paul’s extensive experience in the financial planning industry started in October 1982 when he joined one of Canada’s largest financial planning companies.  His experience included working both in Sarnia and Toronto.  During his tenure, Paul received various awards at both the Management and Sales Consultant roles.  Paul joined a Bank owned investment firm in 2002 and TD Wealth, Private Investment Advice in 2006. Paul believes volunteering is important and a way to give back to the community.  He has dedicated many hours to both the Sarnia Minor Hockey and Soccer Associations, providing the opportunity for many children to excel in both sports.  During the years 2005 and 2006 Paul was the Head Coach of an A/AA Travel Hockey Team.  Paul is also a past President of the Sarnia Riding Club and a member of the Sarnia Golf and Curling Club since 1990. Paul’s goal is to provide clients with sound investment and financial planning advice.  An integral part of his practice is adhering to the core values of honesty and integrity.  Paul’s fundamental philosophy is to grow client assets while preserving their principle.  Due to the constantly evolving financial industry, Paul continually upgrades his education and skills.  This combined with the technology and research of TD Wealth, enables Paul’s clients to develop long term plans that will give them peace of mind.    

ADDITIONAL CONTACT

Toll Free: (800) 229-1965
Fax: (519) 383-8281
Branch Office: (800) 229-1965
Branch Fax: (519) 383-8281

LANGUAGES

English

EDUCATION

Laurentian University

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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