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Jason Kahng

Portfolio ManagerSenior Investment Advisor

  • CIM®
  • FMA
  • BA

Sound investment advice built to help weather all market conditions

Thank you for your interest.  I'm a veteran Investment Advisor and Portfolio Manager providing approximately 75 families holistic wealth solutions.

My portfolios comprise global companies with strong growth profiles and I strive to limit downside through active portfolio risk management.

As an ex-media entrepreneur, I've experienced firsthand the ups and downs of business and what it is to be on the right and wrong side of change.  I've also worked abroad for ten years on two continents and have traveled through Asia, Africa, North America & South America. All of this experience has shaped how I invest. I take an unconstrained global view to investing, diversifying globally and utilizing strategies to help protect and seek to profit from adversity.  

A dedicated team of TD Specialists assists my clients in achieving their goals. These specialists include a:
   - High Net-Worth Planner to guide and support the development of comprehensive wealth plans, integrating various wealth planning considerations
   - Business Succession Advisor to assist business owners in planning for the future transfer of ownership and control of their business(es)
   - Private Banker from TD Wealth Private Banking to assist with banking and borrowing needs
   - Wills & Estate Planner to help ensure the orderly and tax-efficient transfer of assets to intended beneficiaries
   - High Net-Worth Insurance Advisor

Let's see if my solutions are right for you.

Jason


Brief Bio:
I joined TD Wealth Private Investment Advice in 2010 after eight years as an Investment Advisor at another bank-owned firm.

Professional Designations:
-Canadian Investment Manager (CIM)
-Financial Management Advisor (FMA)   
-Certificate in Advanced Investment Advice

Professional Courses Completed
-Portfolio Management Techniques
-Investment Management Techniques
-Wealth Management Techniques
-Professional Financial Planning 
-Derivatives Fundamentals 
-Options Licensing 
-Technical Analysis 

ADDITIONAL CONTACT

Toll Free: (800) 563-5095
Fax: (416) 308-4789
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

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.

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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.

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.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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