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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)

REQUEST AN APPOINTMENT

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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