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Echo Feng

Investment AdvisorCertified Retirement Specialist

  • FCSI®
  • CFA
  • CFP®

Wealth management that evolves as your needs, priorities and circumstances change over time

Together with my CFA, CFP and Retirement Specialist accreditation, I strive to provide an exceptional client experience by utilizing my over 20 years of financial industry knowledge and multi-language skills.  

My priority goal is to be the client’s personal CFO and deliver solutions that can help them to meet their financial goals. I create personalized plans for clients, managing the optimal mix of services to help with portfolio growth, asset protection and tax efficiency. I am dedicated to deliver unparalleled Retirement, Investment, and Protection strategies to help my clients to achieve their long-term financial security and success.  

I also help clients develop integrated wealth management solutions by working with TD specialists in a variety of wealth planning areas such as, taxation, insurance, private banking, trust and estate planning. 

I look forward to working with you!

ADDITIONAL CONTACT

Toll Free: 1(888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

Mandarin, English, Cantonese

EDUCATION

CFA Institute- Chartered Financial Analyst, FP Canada - Certified Financial Planner (CFP)

Getting to know the full 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.

    Meet The Team

    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.

    Beyond stocks and bonds: Diversify with alternative investments

    Higher market volatility has sparked investor interest in alternative investments like private debt, infrastructure and commercial real estate which could reduce risk in their portfolio. Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management weighs in.

    Early Inheritance for your kids

    Pierre Letourneau, High Net Worth Planner at TD Wealth offers some tips on how to gift money to your children.

    TD Economics

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

    Monthly Perspectives | Achtung 2020

    It’s hard to forget the optimism of the mid-1990s. Remember Clinton and his saxophone? The birth of the new economy?

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    The 2020 Money Makeover

    If you want to kick off the new year with a bright financial outlook, why not give yourself a clean slate and fix any money problems you might have?

    Do you know someone who would benefit from my services?