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Paulo Carvalho

Senior Private Banker

  • PFP®
  • BBA (Hons)

"Committed to understanding your needs and helping you achieve your vision of success"

As a Senior Private Banker, I take a holistic approach to meeting my clients’ financial needs, pairing professional, highly tailored banking and credit solutions with an authentic personal relationship. I pride myself on being fully invested in my clients’ well-being, with my commitment extending beyond the banking experience. With a deep understanding of each client’s goals and values, I create and implement unique and integrated wealth management solutions. In order to accomplish this, when appropriate, I engage other TD Specialists who can provide clients with expertise in the areas of estate, trust, and tax business succession planning, investment strategies and investment management. I can also coordinate the work of TD Wealth specialists in business banking and philanthropic giving. 

I've been a trusted advisor to families in the area since 2010, joining TD Wealth in 2015. Prior to joining TD, I was a licensed Investment Advisor solely managing a portfolio of high and ultra-high net worth families for one of Canada's largest financial institutions. I hold a Bachelor of Business Administration Honours Degree with a major in Economics. I hold a number of accreditations specific to wealth management and high net worth financial planning, along with being a registered Personal Financial Planner (PFP) designation holder.

I'm passionate about the success of my clients, as well as our community. I enjoy contributing time to a number of community organizations, with a particular interest in improving the financial literacy of young adults through financial seminars at various educational institutions and not for profit organizations.

ADDITIONAL CONTACT

Toll Free: 1(888) 763-1153
Fax: (905) 707-7932
Branch Office: (905) 707-6757

LANGUAGES

English

EDUCATION

BBA (Hons)

COMMUNITY INVOLVEMENT

Junior Achievement Canada

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

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    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.

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