Jerry Long
Phone
Office Location
Moving and adapting to a new country can be the biggest challenge in your life
Let me help you discover what truly matters to you, assist you achieve
all your life goals from your home country to Canada.
Jerry Long is an Investment Advisor located in Richmond. Jerry provides
comprehensive wealth management services to his immigrant clients, including
tax strategies, investment and wealth planning.
Jerry has been providing his clients with innovative wealth
management solutions through his entire career at RBC and TD.
He helps new immigrant' families protect and grow their assets with tax efficient
strategies and endeavors to provide them with steady income. He
sees himself as his clients’ personal Chief Financial Officer to help
them achieve their life goals.
Chinese Bio
Chinese PIA Brochure
Chinese Wealth Pillars
Certificates
MBA
Languages
English
Mandarin
Community Involvement
Richmond & South Surrey
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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