Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
CIM®
Eugene Wong, Portfolio Manager and Senior Investment Advisor of the Legacy Wealth Advisory Group, holding the CFP® (Certified Financial Planner) designation and the CIM® (Chartered Investment Manager) designation. Eugene has been working with TD Wealth since 1998.
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.
Associate Portfolio Manager
Senior Investment Advisor
CIM®
B Comm
CFP®
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 15 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 Chartered Investment Manager (CIM®) designations, with previous experience as a Senior Financial Planner with TD Wealth Financial Planning. 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 has volunteered with the Special Olympics and Calgary Drop-In Centre.
Click here for more information about Kathryn McNeil.
Associate Investment Advisor
Associate Investment Advisor
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.
Associate Investment Advisor
B.Comm (Hons.)
As an Associate Investment Advisor with over 7 years in the financial services industry, Michelle is committed to helping families and business owners grow and protect their wealth.
Michelle believes that every client situation is unique and deserving of a customized plan. Michelle works closely with her clients to understand their unique goals and values and provides solutions designed to help them navigate different financial stages in their lives. Michelle's approach is to educate and empower so her clients can feel confident about their financial decisions, allowing them to focus on what matters most to them.
Associate Investment Advisor
B.Comm
As an Associate Investment Advisor, Tharan has a wealth of experience in the financial industry. His client-centric approach, coupled with effective communication, fosters strong relationships earning him a reputation for delivering results and helping to guide clients towards their unique financial goals. Armed with a solid background in economics and finance, Tharan thrives on providing specialized support and advice leveraging his keen analytical skills and commitment to stay abreast of market trends and regulations.
Tharan graduated from the University of Calgary in 2010 with a bachelor's degree in economics and after starting a career in hospitality, he transitioned to TD Canada Trust in 2018 to pursue his interest in finance and wealth management. Building on his experience as a Financial Advisor with TD Canada Trust, Tharan continues to develop his skills and interests in wealth management and the investment industry with TD Wealth Private Investment Advice.
Tharan enjoys watching and participating in sports, spending time with his family, reading, and cooking. He is also fluent in Arabic.
Client Relationship Associate
Client Relationship Associate
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. In 2020, Alison was promoted to the position of Client Relationship Associate, enabling her to help clients in a greater capacity. She speaks Cantonese and Mandarin fluently and unwinds by playing badminton with her husband and friends.
TD Wealth Private Banking
Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.
Additional TD Specialists
.jpg)
Will and Estate Planner
Will and Estate Planner
The Will 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.
High Net Worth Planner
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.
Estate Planning Advisor
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.
Estate Planning Advisor
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.
Executive Trust Officer
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.
