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Echo Feng

Associate Portfolio ManagerSenior Investment Advisor

  • FCSI®
  • CFP®
  • CFA®

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)

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Market Commentary

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