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Echo Feng

Investment AdvisorCertified Retirement Specialist

  • M.A.
  • CFA
  • CFP®

Working together to help you achieve what truly matters to you

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

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

Mandarin, English, Cantonese

Additional Information

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Meet The Team

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