Amy Ge
Investment Advisor
Working together to help you achieve what truly matters to you
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As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Disciplined process
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
2.Initial Discovery
3.Personal Wealth Strategy Meeting
4.On Going Proactive Service
5.Regular Review Meetings
6.Meet your Team
Your Wealth Management Experience
Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
Your Goals, Our Priorities
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.