Amy Ge
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Amy brings 30+ years of financial industry experience, including investment banking in the primary market and stock and option trading in the secondary market, in her earlier days. For the last 20+ years, Amy has worked as a dedicated Financial Planner and now Investment Advisor for individual investors and families at TD Wealth. She sees her professional fulfillment in empowering her clients with meticulous and wise management of their wealth to help them reach their goals.
Amy's professional practice is built on a fundamental belief: money is to serve life. True wealth goes beyond the numbers. It's about living a life that rewards with satisfaction, pride, contributions, and memories of cherished connections. Amy understands that behind every financial goal lies a life story. She begins every client relationship not with calculating, but with listening. With understanding what truly matters to her clients, Amy crafts financial plans and investment strategies that help her clients achieve their goals. In navigating through the uncertainties, Amy always places her clients at the centre of all discussions.
Amy loves numbers, art, history, culture, philosophy, and lives an active life involving reading, travelling, sports, gardening. She believes that her deep interest in various subjects offers her not only life pleasure and intellectual satisfaction, but also visionary advantages when it comes to understanding clients' needs and market tides, and a unique perspective on how cultural shifts, policy changes, and historical patterns influence human perceptions and long-term investment outcomes.
At TD Wealth Private Investment Advice, Amy collaborates with TD specialists that provide advisory services ranging from estate planning to tax planning to private trusts. Amy makes great efforts to help her clients access the best possible support. As a veteran worker at TD, Amy takes great pride in delivering legendary client experiences.

Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Disciplined process
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
2.Initial Discovery
3.Personal Wealth Strategy Meeting
4.On Going Proactive Service
5.Regular Review Meetings
6.Meet your Team
Your Wealth Management Experience
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help

Your Goals, Our Priorities
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.