Amy Ge

Amy has over 30 years of experience in the financial industry. She began her career in investment banking in the primary market and later traded stocks and options in the secondary market. For the past 20 years, she has worked as a Financial Planner and now Investment Advisor at TD Wealth, helping individual investors and families manage their wealth. She finds fulfillment in assisting her clients in achieving financial freedom and confidence. 

Amy believes that money should serve life. True wealth goes beyond mere numbers in bank accounts; it’s about leading a satisfying and fulfilling life. She understands that each client's financial goals reveal a deeper story—whether it’s funding a child's education, retiring early to travel, or leaving a legacy for future generations. Amy begins each client relationship by listening rather than just calculating. She takes the time to understand what truly matters to her clients and creates financial plans and investment strategies that help them reach their goals. Throughout this process, she focuses on her clients' needs, as they give meaning to her work.

In addition to her financial expertise, Amy enjoys numbers, art, history, culture, and philosophy. She leads an active life filled with reading, traveling, sports, and gardening. She believes her wide-ranging interests help her connect with her clients and understand market trends. She recognizes how cultural shifts, policy changes, and historical patterns can affect long-term investments.

At TD Wealth Private Investment Advice, Amy collaborates closely with a skilled team of TD specialists that offer a variety of services, including estate planning, tax planning, and private trusts. She ensures her clients receive the best possible support. As a long-time employee at TD, Amy takes pride in providing excellent client experiences.