Jason Kahng, Investment Advisor,Toronto, ON

Phone

Office

Office Location

66 Wellington St. W., 36th Floor Toronto, ON M5K 1A2. map

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

Phone

Toll Free

(800) 563-5095

Fax

(416) 308-4789

Branch Phone

(416) 307-6672

Branch Fax

(416) 307-6680

Certificates

CIM®

FMA

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Achieve what truly matters to you

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.