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Investment Advisor
Working together to help you achieve what truly matters to you
#130, 200 Quarry Park Boulevard SE Calgary, AB T2C 5E3Map
Jun's valued client base is comprised of high net-worth individuals and families with a household portfolio size of one million dollars and greater. These cherished relationships primarily have a focus of capital preservation, having built their appreciable wealth in other arenas. Jun's mandate is to deliver tailored purpose-driven investment and planning solutions that harmonize with each client's expectations and unique objectives. His investment philosophy is simple and down-to-earth. After all, solid strategies do not need to be complex. Jun prefers to rely on a combination of financial "ingredients" that are easy to understand and time-tested. His strategies are designed to protect wealth from unnecessary market risks and harmful fluctuations. Over the course of his 19 year career Jun has developed a reputation as a class leading fixed-income specialist, with strategies that rely on this lower-risk discipline and product mix as a foundation. As his clients' broader wealth management considerations emerge – those involving tax, estate, business succession and philanthropy – Jun will proactively engage TD Wealth's industry leading Wealth Advisory Services professionals to assist in the planning and management. With the seamless integration of TD Private Banking, Retail Banking, Commercial Banking and TD Private Trust into his practice, Jun is firmly positioned to deliver thorough and comprehensive wealth management reinforcement for his esteemed high net-worth relationships.
Fax: (403) 299-8639
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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