Paul Papadopoulos

Paul Papadopoulos

Senior Portfolio Manager

CFA®

Working together to help you achieve what truly matters to you

Phone

Office

(905) 660-4853

Mobile

(416) 856-8363

Office Location

5140 Yonge Street, Suite 1600 Toronto, ON M2N 6L7. map

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Our people, your team

We start with a deep understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. To create your personal investment and wealth plan, we leverage our broad expertise and will build you a team of specialists to help you achieve your goals.

With over 12 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, healthcare practitioners, estates and trusts, and charitable and business organizations.

As a Portfolio Manager within TD Wealth Private Investment Counsel, I am committed to providing my clients discretionary portfolio services with comprehensive understanding of the markets and application of specialized knowledge. I am a Chartered Financial Analyst charterholder. 

Certificates

CFA®

Languages

English

Greek

Our Pillars

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

Build net worth

We know how important it is to build your wealth so you can enjoy life's priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implement tax-efficient strategies

You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

Protect what matters

Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you. 

Leave a legacy

You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.