Sheryl Paul

Your Goals, Our Priorities
Sheryl Paul

Financial Planner

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Phone

Office

(506) 853-0490

Office Location

860 Main St Moncton, NB E1C1G2. map

See Additional Office Locations

Languages

English

Hindi

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?

Monthly Perspectives: August 2025 | Red Light, Green Light

The auto industry is a microcosm for Canada when it comes to concerns over the impact of tariffs. For investors, this is where things get tricky. Tariffs for the auto industry are a big negative for the Canadian economy and jobs. As always, the key to surviving — and thriving — is having a well-diversified, contemporary investment portfolio built around a thoughtful wealth plan, backed by institutional-grade research, and managed by professionals employing active strategies.

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Let's talk money: A practical guide for families

From timing and tone to setting the stage — here's how to make money conversations a little less awkward.

Article

Article

3 factors to consider when renewing your mortgage

For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.

Article

Article

The giving shift: Canadian women leading a new philanthropic era

The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.

Article