Iris has been with TD since 2022, bringing over 20 years of marketing and client engagement experience from Hong Kong. Her background in relationship management, business development, and event coordination allows her to provide exceptional client support at TD Wealth. Fluent in English, Cantonese, and Mandarin, Iris is dedicated to helping a diverse clientele navigate their financial journey with confidence.
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.
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.
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