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 University of Waterloo in the Science and Business Honours Program and is fluent in French and adept in Cantonese. With the support of his Client Service Associate Mia (Miaotao) Hu, David leads a wealth management group that strives to deliver an exceptional client experience.
Investment PhilosophyDavid's straightforward and thoughtful investment philosophy stems from an intergenerational family approach based on robust, disciplined and tax-efficient investment strategies.
He believes in building a relationship with you based on trust, accountability, communication, and a detailed understanding of your needs. David helps individuals, families, professionals, and business owners achieve what matters to them the most by focusing on long-term growth, capital preservation, income generation, and legacy creation.
On his spare time David enjoys discovering new parks and fun outdoor activities with his growing family as well as reconnecting with loved ones.
Strong Family Values
A Team of SpecialistsSound 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, which may include retirement planning, private banking, insurance solutions, estate and trust services, and charitable giving strategies.
Please contact David today to see how he can help you and your family reach your financial goals.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
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.