Contact Eugene Wong Please share a little about yourself and how I can help.
Email mePlease share a little about yourself and the best way I can reach you.
Request an appointment
Please complete the information below and I will contact you shortly
your message has been sent to Eugene Wong
Contact Eugene Wong
Please share a little about yourself and how I can help.
Email me
Please share a little about yourself and the best way I can reach you.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
The details you shared
Request an appointment
Please provide the information below and you will be contacted soon by a TD Wealth advisor.
Thank you for connecting with us. A TD Wealth advisor will contact you to discuss your specific financial needs.
Your contact information
Name
Email
Phone
Best time to call you
Preferred appointment dates
Comment
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
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.
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.
Oscar Zorzetti is the Vice President and Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, our team and him deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation
Oscar provides valuable advice to individuals and their families and help them maneuver through their financial stages of life with comfort. Working with individuals and their families for over 20 years, whether it be their children's education, business investment, retirement, estate, or tax planning, his expertise has help uncovered many hidden needs and identify opportunities to maximize and preserve wealth.
Additionally, he works closely with accountants, lawyers, and bankers to help ensure families received professional advice on areas that are important to them. He will engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.
Oscar is a holder of the Certified Financial Planner (CFP®) designation for over 20 years and had hoined TD Wealth Private Investment Advice in 2010 after being a Financial Planner at TD Wealth Financial Planning for 8 years. During his personal time, his wife and him enjoy driving down to their place in Kimberly and spending their time exploring the great outdoors. During winter, they spend most of their time skiing and snowshoeing and in the summer they would go kayaking, biking, and hiking.
Kathryn McNeil, an Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, our team and her deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation
With over 13 years of investment industry experience, Kathryn started her career in Edmonton and moved to Calgary in 2008. She has earned the Certified Financial Planner (CFP®) and Charter Investment Manager (CIM®) designations, with previous experience as a Senior Financial Planner with TD Wealth. While obtaining a Bachelor of Commerce, Kathryn lived and studied in three different countries.
Specializing in Finance and Economics, she attended University of Alberta, University of Edinburgh, and Hessen International University in Marburg, Germany. As a travel enthusiast, Kathryn enjoys venturing off the beaten path and has visited five of the Seven Wonders of the World. In her spare time, her husband and family enjoy weekend trips to the Rocky Mountains for hiking and cross-country skiing. Kathryn also volunteers with the Special Olympics and Calgary Drop-In Centre.
Benjamin provides efficient and specialized support on a diverse range of assignments. His duties include working directly with clients to perform account administration, answer enquiries, follow up after meetings, and accurately execute trades and transfers. Ben excels at fostering client relationships and helping people open new accounts, source credit products and enjoy their investment advisory journey.
Ben graduated from the University of Calgary in 2008 and joined TD Wealth in 2013. Outside from work, Ben enjoys biking, hiking, badminton, tennis and relaxing outdoors with his wife. He is also fluent in Cantonese.
Alison performs diverse administrative tasks with efficiency and care. She keeps account operations organized, opens accounts, transfers funds, gathers information, answers client questions, prepares tax packages, and clears queries.
After earning her Business Administration Diploma from the Southern Alberta Institute of Technology in 2010, Allison joined our team at TD Wealth Private Investment Advice in 2012 as a Client Service Associate. She speaks Cantonese and Mandarin fluently and unwinds by playing badminton with her husband and friends.
Karla focuses on working directly with clients to perform account administration, answering enquiries, following up after meetings, and executing trades and transfers.
Karla joined TD Canada Trust in 2011 as a Customer Service Representative in Duncan, British Columbia. After moving to Calgary in 2012, her career with TD progressed to be a Financial Service Representative, Manager Customer Service and most recently worked in the Regional Office for TD Canada Trust. On her free time, Karla enjoys keeping active by biking, hiking and skiing with her husband.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Eric Leveille
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Paulina Stewart
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Sean Hiebert
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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.
advisors.td.com/eugene.wong
Rate shock rocks stocks: Why markets fear rising rates
Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.
Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?
Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives | 2020, We Hardly Knew Ye
Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.
Choose to challenge how financial institutions relate to women
Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.
The 2021 Money Makeover
Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.
Do you know someone who would benefit from my services?
Share my profile
eugene.wong@td.com
Mailing List
Receive content from TD Wealth
To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.
If you no longer wish to receive our emails, please use the unsubscribe link above.
By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .
By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .