Paul Lukosius

Make every step count. Contact me to learn how you can earn up to $1850.1

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends January 31, 2025.

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Paul Lukosius

Senior Financial Planner

B.Comm.

CFP®

QAFP™

I go beyond building investment plans, I build personalized financial plans

Phone

Office

(519) 836-4079

Office Location

1280 Mohawk Road 2nd Floor Ancaster, ON L9G3K9. map

See Additional Office Locations

I have been working in the financial services industry since 2011, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Bachelor of Commerce, with a minor in Economics from McMaster University.

I look forward to working with you.

Certificates

B.Comm.

CFP®

QAFP™

Languages

English

Education

B.Comm. - Michael DeGroote School of Business, McMaster University

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

4 steps to your financial roadmap for life

Our four-step process helps keep your financial plan aligned with your goals and circumstances as they change over time.

Your Financial Planning Experience

1.Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.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.

3.Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

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

1. Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2. 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.

3. Our TD Specialists

When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.

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.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

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