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Wealth management advice & financial planning based on your unique goals
As an Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, my team and I deliver a personalized comprehensive wealth plan for affluent individuals, business owners, and their families based on each household’s unique situation. With the customized financial plan, we believe our clients will be able to focus on other areas of their personal lives with greater security.
GOAL & COMMITMENT
My focus is to provide valuable advice to individuals and their families and help them maneuver through their financial stages of life with comfort. My team and I are committed to delivering exceptional wealth management service to our clients with integrity, accountability, honesty, and professionalism
We commit ourselves 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 overcome financial barriers and achieve financial goals.
We also aim to help our clients minimize taxes to relieve tax burdens, structure estates in a tax-efficient manner, and help prepare our clients for their life's ups and downs that don't match the market.
EXPERTISE
Working with individuals and their families for over 14 years, whether it be their children's education, business investment or providing them with retirement, estate, or tax planning strategies, my expertise has helped uncovered many hidden needs and identify opportunities to help maximize and preserve wealth.
Additionally, I work closely with my clients' accountants, lawyers, and bankers to help ensure my clients and their families receive professional advice on areas that are important to them. I will engage TD specialists to provide their expertise on estate, tax, trust, philanthropy, and insurance matters to help create solutions where needed.
Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Eugene Wong, Portfolio Manager, and Senior Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, has been working with TD Wealth since 1998. He holds the following designations: Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®)
Click here for more information about Eugene Wong.
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.
As a Client Service Associate, Iryna provides dedicated business and relationship management, marketing, and support to the Legacy Wealth Advisory Group team. Striving for consistent exceptional service, Iryna works directly with clients to perform account administration, answer enquiries, and trade and transfer execution.
Iryna believes in lifelong learning. In 2020, she graduated SAIT with a Business Administration Diploma. She is currently pursuing Bachelor of Business Administration, Financial Services Major, and she is looking forward to graduating in May 2023. In addition, Iryna is a participant of the CFA® Program, CFA Institute and she successfully completed CFA Level I in August 2022. In her free time, Iryna enjoys snowboarding, swimming, and ping-pong. She is fluent in Ukrainian and Russian.
As an Administrative Associate Tharan provides dedicated and specialized support on a diverse range of services to the Legacy Wealth Advisory Group team. As an integral part of the team, Tharan works directly with clients to perform account administration and openings, answer enquiries, and accurately execute transfers with courtesy, diligence, and professionalism.
Tharan graduated from the University of Calgary in 2010 and after starting a career in hospitality, transitioned to TD Canada Trust in 2018 to pursue his interest in finance and wealth. Building on his recent experience as a Financial Advisor with TD Canada Trust, Tharan continues to develop his skills and interests in the investment industry.
Tharan enjoys participating and watching sports, spending time with his family, reading, and cooking. He is also fluent in Arabic.
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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
Sean Hiebert
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.
Blaine Wilson
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.
Jane Mozill
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.
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.
advisors.td.com/kathryn.mcneil
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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