Paul Lindley
Investment Advisor
PFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
Paul Lindley is an Investment Advisor at TD Wealth Private Investment Advice located in Red Deer Alberta. After graduating from the University of Alberta with a Bachelor of Economics (B. Econ.). He has spent over two decades in the financial advisory industry. Located in Central Alberta with his family, Paul's investment practice focuses on helping build risk-adjusted and tax-efficient portfolios. Paul uses a team based approach to managing a client's plan. Consulting with his client's own tax and legal advisors as well as working with other TD Specialists who have expertise in tax, estate planning strategies, insurance and other investment solutions are an integral part of helping create this customized wealth management plan.
Paul's philosophy is to help minimize portfolio risk, create tax effective income solutions and provide clients with efficient wealth transition strategies.
Take some time to review the information on Paul's website and contact him for a confidential review of your current financial situation.
Phone
Fax
(403) 357-1854
Certificates
PFP®
Languages
English
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Initial Discovery
Retirement Planning
Personalized Strategies
Proactive Reviews
Transfer of Wealth
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Polly – Moving forward with the right financial plan
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
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.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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