David Leong
Investment Advisor
Committed to understanding your needs and helping you achieve your vision of success
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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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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
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
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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
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Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.