David Leong

David Leong

Investment Advisor

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

Phone

Office

(604) 482-5139

Mobile

(778) 245-1088

Office Location

5811 Cooney Road Suite 306 Richmond, BC V6X 3M1. map

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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 Philosophy

David'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.


Strong Family Values

On his spare time David enjoys discovering new parks and fun outdoor activities with his growing family as well as reconnecting with loved ones.

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, 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.

Languages

Cantonese

English

French

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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.

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