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With over 10 years of financial services and investment experience, Paul's primary role is to provide investment counsel to his clients. Working together with his clients, he takes a goals-based approach to their investment plan, to develop and implement investment strategies tailored to meet their evolving needs. Paul is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, foundations, estates and trusts.
In creating your unique portfolio, Paul draws from an exclusive array of investment options, many only available to institutional investors. While each investment mix is born from his client’s personal wealth strategy, the approach behind those investments is highly structured.
Paul's clients potentially gain the freedom to pursue other priorities while having some comfort knowing that there is a team of disciplined wealth management professionals working for them including colleagues within TD Private Client Group; a team of experienced and dedicated banking, trust, estate, wealth planning and insurance specialists who are engaged to ensure that their investment needs are addressed.
Paul holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Toronto CFA Society. He is also registered with the Ontario Securities Commission as an Advising Representative.
Branch Office: (905) 660-1802
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.