Eugene Wong

Eugene Wong
Eugene Wong

Portfolio Manager

Senior Investment Advisor

CFP®

CIM®

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(403) 216-2026

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

See Additional Office Locations

As a Portfolio Manager & Senior Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice (PIA), I am privileged to lead a team of five financial professionals who are passionate about providing comprehensive wealth management advice and solutions for affluent individuals, business owners, and their families.

My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. Whether it be children's education, business investment, retirement, estate strategies, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process, which you can learn more about on our team website. 

Our team is committed to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to maneuver through the financial stages of life.

Phone

Fax

(403) 299-8624

Branch Phone

(403) 299-8600

Branch Fax

(403) 299-7984

Certificates

CFP®

CIM®

Languages

English

Cantonese

Mandarin

Education

B.Comm

Legacy Wealth Advisory Group

Team
Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice and is led by two highly qualified, dedicated, and experienced Investment Advisors (IAs), Eugene Wong and Kathryn McNeil. Our team works to deliver personalized wealth management services and dedicate ourselves to building strong, long lasting relationships with our clients. We also often engage TD Specialists who can provide expertise in Estate Planning and High Net Worth Planning. Together we work to deliver a legendary experience.