Meet Your Comprehensive Team
The team works closely with Estate Planning specialists and Private Bankers at TD to serve the diverse needs of our high net worth clients. We are also able to work alongside your accountant or lawyer, in striving to provide seamless wealth management strategies.
Senior Investment Advisor
B .Econ
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.
English
Cantonese
Mandarin
Vancouver Metropolitan Orchestra
Bachelor of Arts (B.A.), Economics
Senior Investment Advisor
CFP®
CIM®
I joined TD in 2002 and have since been through a variety of roles with TD Wealth and the retail banking operation. I have enjoyed every moment of it as it made me grow as an individual as well as within the organization.
It is my privilege to be a part of the Vancouver TD Wealth Private Investment Advice team. My role as an Investment Advisor is to assist affluent individuals and families achieve their lifetime goals by creating customized financial plans and investment portfolios that meets their financial needs. My goal is to maintain long term relationships with my clients, and be with them every step of the way. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
I look forward to working with you to help you achieve your personal financial goals.
Cantonese
English
Mandarin
Client Relationship Associate
Client Relationship Associate
Frances has been in the banking industry for over 20 years. Prior to joining TD Wealth, she worked in various TD Canada Trust retail bank branches in management roles and advisor capacity. As a Client Relationship Associate, she looks forward to working with you on your day-to-day financial and service needs.
Client Service Associate
Client Service Associate
Lawrence graduated from Simon Fraser University with a Major in Economics and Minor in Labor Studies. He has been with TD for over four years from Customer Experience Associate to Financial Advisor, and speaks both Cantonese and Mandarin. Outside of work, he loves playing volleyball and video games, as well as watching movies and shows with his partner and their dog.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
