Paul Lane, Investment Advisor,Sarnia, ON

Phone

Office

Office Location

1210 London Road Sarnia, ON N7S 1P4. map

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 an 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. Paul joined a Bank owned investment firm in 2002 and TD Wealth, Private Investment Advice in 2006.

Paul’s team is made up of Matthew Lane who joined TD Wealth in February of 2018 and Debbie McCallum who joined the team in August of 2021. The team’s Mission is to provide clients with sound investment and financial planning advice while adhering to the core values of honesty, integrity and family. Our vision is to assist families in navigating the complex landscape of financial, tax, and estate planning services. We take a holistic approach to your financial affairs based upon a comprehensive analysis of your individual situation; matching your goals and investment time horizons to the appropriate investment vehicles. Our overall emphasis with our clients is building a flexible wealth plan that is reviewed regularly to meet your goals. We put and emphasis on tax and estate planning when building your plan on how to strategically manage your wealth.

Paul is passionate about volunteering and has spent countless hours volunteering with travel hockey and is currently involved with the Sarnia Golf and Curling Club’s Charity Pro-Am. Paul is presently on the Board of the St. Joseph's Hospice, Sarnia/Lambton. Outside of the office Paul enjoys time with the family, golf and is a car enthusiast.

Phone

Toll Free

(800) 229-1965

Fax

(519) 383-8281

Branch Phone

(800) 229-1965

Branch Fax

(519) 383-8281

Certificates

B.Comm.

CFP®

Languages

English

Education

Laurentian University

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

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Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

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Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.