Eugene Wong

Wealth management advice & financial planning based on your unique goals

As a Senior Vice President, Portfolio Manager, and Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice (PIA), I am privileged to lead a team of five financial professionals who are passionate about providing comprehensive wealth management advice and solutions for affluent individuals, business owners, and their families.

FOCUS & GOAL

My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. Whether it be children's education, business investment, retirement, estate strategies, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process, which you can learn more about on our team website. When appropriate, we can engage TD specialists who can assist our clients with:

We also look closely to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.
 
Our team is committed to ensure the financial planning and wealth management process is comfortable, as well the communication is consistent and clear to clients as we work together to maneuver through the financial stages of life.

EXPERTISE

Working with high-net-worth individuals, businesses, and their families for nearly 20 years, my expertise has help uncovered many hidden needs and identify opportunities to help maximize and preserve wealth. I work closely with accountants, lawyers, and bankers to help ensure families receive professional advice on areas that are important to them. Additionally, I engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.

AWARDS

• ¹ Presidents Clubs 2015 – 2020
  Award recognizes the top 30 performers across Private Wealth Management.

• ² TD's Merit Award 2000 - 2009, 2012 - 2014
  Award recognizes individual for high level of professionalism throughout the years of service, and demonstrated qualities of motivation, excellence, results, integrity, and teamwork

• Vision in Action Award 2007
  Recognized for the contribution of a truly outstanding employee who consistently demonstrates TD's commitments and vision

CLIENT HERE FOR :

• Eugene Wong's Biography
• Legacy Wealth Advisory Group 

• How will COVID-19 affect my RRIF withdrawals? 
• Changing Wills in the COVID-19 
• 6 things to consider if you're worried about your finances right now 
• 5 time when you should update your Will 
• How to save for your financial goals now  
• COVID & The Consumer: Convergence of generational spending
• What rising COVID-19 cases mean for the U.S. economic rebound  
• Fed rates could stay low through 2023 and beyond  
• My house is my castle: Home reno booms in pandemic times 
• 2021 headwinds and tailwinds that could drive markets  
• Ottawa unveils massive stimulus plans as economic recovery loses momentum -Dec 1 2020
• BoC holds rates steady. But Loonie’s rise could continue  - Dec 9 2020
• How North America can jump-start the electric vehicle market - Dec 15 2020
• Will a blue Washington turn markets green or red? - Jan 6 2021
• Will vaccines boost earnings and help fuel a global recovery?  - Jan 14 2021
• Will Canadians open their wallets and help drive economic growth in 2021? -Jan 19 2021
• The big shift: The rise of the retail investor rocks markets  -  Jan 28 2021
• Epoch Investment Partners Co-CIO on capital markets outlook for 2021 - Feb 4 2021
• High-flying markets: How high can they go?  - Feb 11 2021
• Winter deep freeze pushes oil prices to pandemic high. Will the rally continue?  - Feb 18 2021
• Riding out market bumps: Diversification through global real estate  - Feb 25 2021
• Rate shock rocks stocks: Why markets fear rising rates  - Feb 26 2021

¹ President's Club: meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards

² Merit: rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation, excellence, results, integrity, teamwork

Legacy Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.