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Eugene Wong

Vice PresidentInvestment Advisor

  • B.Comm.
  • CFP®

"Working together to help you achieve what truly matters to you"

As a Vice President and Investment Advisor with TD Wealth Private Investment Advice, I am privileged to lead a team of financial professionals who are passionate in providing comprehensive wealth management advice and solutions for individuals, business owners and their families. 

We deliver a customized wealth plan for each household’s unique situation. With their customized investment and wealth plan, we believe our clients are able to focus on other areas of their personal lives with greater security. Our goal is to help our families maneuver through their financial stages of life with comfort and peace of mind.

Our clients have told us that they value our expertise in the areas of investment, estate strategies, retirement planning, business succession and tax strategies. We work closely with accountants, lawyers, and bankers to help ensure our families receive professional advice on areas that are important to them.

I have been committed to working with TD Wealth since 1998 and obtained my CFP (Certified Financial Planner) designation in 2003.  Outside of work, my wife and I enjoy spending time with our 3 young children at their swimming, hockey and dance classes. We absolutely love great outdoors that Calgary and surrounding area has to offer.

Legacy Wealth Advisory Group consists of Jason de Weerd (Investment Advisor), Eugene Wong (Vice President, Investment Advisor), and Oscar Zorzetti (Vice President, Investment Advisor). Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

ADDITIONAL CONTACT

Fax: (403) 299-8624
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

LANGUAGES

English, Cantonese

We're redefining private wealth management.

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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Forward perspectives

The Turning Tide
After close to a decade of extreme accommodation from central banks, we are beginning to see signs of a monetary policy pivot. For the first time since 2010, the global economy has been enjoying synchronized cyclical economic growth, which has led some central banks to begin moving the monetary policy dial from emergency to neutral.

Monthly Perspectives - October 2017

For the previous issue of Monthly Perspectives entitled "Rateshock" we sat down with three leading fixed income portfolio managers to get their views on the current state of fixed income markets.

Financial Blind Spots - May 2017

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

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