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.
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.