Skip to main content

Eugene Wong

Portfolio ManagerSenior Investment Advisor

  • CFP®
  • CIM®

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

Wealth management advice & financial planning based on your unique goals

As a Portfolio Manager & Senior 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:

Services.jpg

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 my clients' accountants, lawyers, and bankers to help ensure my clients and their 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.

2.TDMM_BC23-102_LegacyWAG_TeamSheet_Sep2022.jpg

CLICK HERE FOR :


CONTACT ME: 

Contact Us.jpg

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.

ADDITIONAL CONTACT

Fax: (403) 299-8624
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

LANGUAGES

English, Cantonese, Mandarin

EDUCATION

B.Comm

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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 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.

Do you know someone who would benefit from my services?