Skip to main content

David Leong

Investment Advisor

  • B. Sc

"Committed to understanding your needs and helping you achieve your vision of success"

David has been an investment advisor at TD Wealth Private Investment Advice since 2010 and has over 10 years of experience in the wealth advisory industry. He graduated from the Honour Science and Business Program at the University of Waterloo and is fluent in French and adept in Cantonese. David belongs to a wealth management group working side by side with Carol Leong and Sandra Lau and is a candidate for the Chartered Investment Manager designation. 

Investment Philosophy

David's straightforward and thoughtful investment philosophy stems from an intergenerational family approach based on disciplined, robust, and tax-efficient investment strategies.

He focuses on capital preservation, income generation, and legacy creation; he helps individuals, families, professionals, and business owners achieve what matters to them the most.  David believes in building a relationship with you based on trust, accountability, communication, and a detailed understanding of your needs.

Strong Family Values

As part of a balanced lifestyle David plays various sports and always make time for his family and community.  Recently engaged and helping to plan the big day, David is excited to begin a new life journey with his fiancée.

A Team of Specialists

Sound investment advice is just one of the many components of his wealth management process.  In collaboration with a team of TD specialists, David can address the full spectrum of your wealth management needs, including private banking, insurance solutions, estate and trust service, retirement planning, and charitable banking, commercial giving strategies.

 

Please contact David today to see how he can help you and your family reach your financial goals.

ADDITIONAL CONTACT

Fax: (604) 482-5183
Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

Cantonese, English, French

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Special Autumn Edition

    Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

    Money Talk Life - The wealth you'll share

    In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

    Money Talk Life - Money from above

    In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

    Do you know someone who would benefit from my services?