Meet The Team
Associate Portfolio Manager
Senior Investment Advisor
Associate Portfolio Manager
Senior Investment Advisor
Andrew brings over 20 years of wealth management experience to his role as Associate Portfolio Manager and Senior Investment Advisor. He understands the unique needs of High-Net-Worth individuals and families.
Andrew is committed to building a relationship with trust and confidence and can provide our clients with access to specialists across TD. He has completed the Canadian Securities Course (CSC) and the Certificate in Retirement Strategy (CRS), and earned the Canadian Investment Manager (CIM) designation through Canadian Securities Institute. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
The financial market has a wide variety of complex products that can be intimidating to the average investors. Andrew is articulate and keeps things simple for his clients. Andrew's passion beyond family and work are cycling, golfing and he is an audiophile.
English
Cantonese
Mandarin
Senior Investment Advisor
Senior Investment Advisor
Nicole began her finance career in 2003. She specializes in holistic wealth planning services to High-Net-Worth private investors, business owners, and charitable organizations. She is experienced in various insurance and trust planning strategies. Nicole has completed the Canadian Securities Course (CSC), Professional Financial Planning Course (PFPC), and the Certificate in Retirement Strategy (CRS). She is also a Life Insurance Advisor through TD Wealth Insurance Services. 
Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. As a Senior Investment Advisor, Nicole strives to help our clients preserve and grow wealth though tailored planning and investment solutions. Nicole’s diverse background and experiences have equipped her well to meet clients’ divergent needs. In her spare time, she enjoys dancing, reading and travelling.
English
Mandarin
Cantonese
Client Relationship Associate
Client Relationship Associate
Teresa Hui, CFA
Client Relationship Associate
Teresa joined our team as Client Relationship Associate in 2020. She is actively involved in our team's business building and client relationship management. Having worked in both Canada and Hong Kong, Teresa brings with her 20 years of experience in private wealth management servicing high net worth individuals and their families. Fluent in Cantonese and Mandarin, Teresa is committed to working closely together with clients to help achieve their wealth planning and investment goals.
Teresa earned her Chartered Financial Analyst designation in 2006 and holds a Bachelor of Commerce degree in Finance from the University of British Columbia. Outside of the office, Teresa enjoys music, good food, and spending time with family and friends.
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Client Service Associate
Client Service Associate
Betty Wong, BA
Client Service Associate
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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