Paul Lukosius-TD Financial Planner in Guelph, ON, offers personalized financial planning services to help clients achieve their financial goals. With extensive experience in the financial services industry since 2011, Paul focuses on fostering strong client relationships. Holding a Bachelor of Commerce from McMaster University, he is dedicated to providing tailored financial plans to meet individual needs.
Specializing in tax planning, retirement planning, and estate planning, Paul and his team at TD Wealth can assist in reducing tax burdens, preparing for retirement, and ensuring that clients' wishes are fulfilled. They guide clients through a four-step process, from initial discovery to regular review meetings, to keep financial plans aligned with changing circumstances and goals.
From developing personalized financial plans to connecting clients with the right TD specialists, Paul Lukosius-TD Financial Planner prioritizes client goals and aims to provide tailored strategies to minimize taxes and ensure financial security. Clients can expect regular communication, access to exclusive thought leadership content, and curated articles to enhance their investment knowledge.
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