Eugene Wong
Phone
Office Location
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.
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.
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.
Phone
Fax
(403) 299-8624
Certificates
CFP®
CIM®
Languages
English
Cantonese
Mandarin
Education
B.Comm