Jason Paulsen - TD Wealth Private Investment Advice
Jason Paulsen is a Senior Investment Advisor with TD Wealth specializing in comprehensive wealth management, retirement planning, and estate planning with over ten years of experience. He offers tax-efficient wealth strategies, estate planning, and transfer of wealth services tai
- Emphasis on tax & financial planning
- Trust & estate focus
- Caregivers speak French
Strong fit for tax & financial planning.
Jason Paulsen is a Senior Investment Advisor with TD Wealth specializing in comprehensive wealth management, retirement planning, and estate planning with over ten years of experience. He offers tax-efficient wealth strategies, estate planning, and transfer of wealth services tailored to families and individuals with complex financial situations.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
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