Dao Le
Phone
Office Location
Offering a unique discovery process
In the initial stages of us getting to know each other, I use an innovative discovery tool that will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how I can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you.Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centred around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Phone
Fax
(780) 448-8686
Certificates
CFA
Languages
Vietnamese
English
Education
University of British Columbia
Toms & Le Wealth Management Group
We are Craig Toms and Dao Le, Senior Portfolio Managers and Senior Investment Advisors with TD Wealth Private Investment Advice in Edmonton, Alberta. We believe that your personal and family requirements should drive your wealth management strategy. We approach every situation with an open mind to help us best understand our clients’ needs, ambitions, and tolerance for risk.
Let's talk about your future
Reach out to schedule a complimentary Discovery session with our team. Uncover your wealth personality and take the first step towards developing a wealth strategy that's as unique as you are.