1. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Paul Berry
Paul Berry
Senior Financial Planner
CFP®
Building your financial future – together
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With over 23 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Frequently asked questions
Get answers to your financial planning questions.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Transfer of Wealth
Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.
To help you optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.
Disciplined process
Your Financial Planning Experience
1.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
2.Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
3.Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4.Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Your Financial Planning Experience
2. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
3. Your Financial Plan
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
4. Regular Review Meetings
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Lynn – The Gift of Planning
Protecting what matters
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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Bare trusts: What the 2026 reporting rules could mean for you
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