I am an Investment Advisor with TD Wealth Private Investment Advice working proactively in a team that brings two generations of experience to our clients to help manage and oversee their full wealth planning process as both their investment advisor and financial quarterback.
I am a graduate of the prestigious Richard Ivey School of Business with an Honours Business Administration degree (HBA). I also speak English, French and conversational Cantonese.
My team and I have a strong understanding of pension plans and its various retirement and termination options, specifically Ontario Power Generation and General Motors.
We address our clients’ concerns by getting to know them on a personal basis and then focusing on 11 key wealth management areas that our clients find address a majority of all their financial concerns. What separates us is our clients have access to a team, so there is continuity and a succession plan in place to build a lifelong partnership.