Welcome to Legacy Wealth Advisory Group
Eugene Wong, CFP®, CIM®
Senior Portfolio Manager and Senior Investment Advisor
As a Senior Portfolio Manager & Senior Investment Advisor of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice (PIA), I am privileged to lead a team of five financial professionals who are passionate about providing comprehensive wealth management advice and solutions for affluent individuals, business owners, and their families. My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a personalized financial plan tailored to their personal and financial situation. Whether it be children's education, business investment, retirement, estate strategies, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process, which you can learn more about on our team website.
Our team is committed 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 maneuver through the financial stages of life.
Kathryn McNeil, CFP®, CIM®
Associate Portfolio Manager and Senior Investment Advisor
A financial professional for over 15 years, Kathryn joined TD Wealth Private Investment Advice in October 2010 bringing her passion for holistic wealth management and helping clients achieve a successful financial future. Kathryn knew from an early age she wanted to be an advisor, following in her father's footsteps. Kathryn's knowledge, experience and commitment have developed deep long-lasting relationships with her valued clients. Kathryn and her team strive to help individuals and their families focus on living and enjoy what matters most to them. Through a disciplined portfolio management process and prudent planning, Kathryn works closely to identify clients' unique goals and values, while keeping abreast with the ever-changing market environment.
Kathryn believes her clients should have options, so they can navigate the good, the bad, and the unexpected that life brings and be confident in the financial decisions they make and build a legacy they can be proud of.
Kathryn holds a Bachelor of Commerce degree (B.Comm.) in Finance from the University of Alberta and studied abroad in Economics at the University of Edinburgh, Scotland and the Philipps University of Marburg, Germany on international exchanges. Kathryn holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She also holds the Certificate in Retirement Strategy issued by the Canadian Securities Institute.
Kathryn enjoys hiking in the Rocky Mountains with her family and travelling off the beaten path. She has volunteered with the Special Olympics and Calgary Drop-In Centre.
Benjamin Ho, B.Econ.
Associate Investment Advisor
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, allowing him to connect and service the Cantonese speaking community.
Michelle Wong, B.Comm.
Associate Investment Advisor
With over 8 years of experience in the financial industry, Michelle is a dedicated Associate Investment Advisor who works with families and business owners to strategically grow and safeguard their wealth. She excels in designing customized investment plans, executing strategies, and managing daily client needs, ensuring that each plan adapts and evolves to meet the unique circumstances of her clients. Michelle is deeply committed to understanding her clients' individual goals and values, crafting tailored solutions that guide them through market fluctuations and various transitional stages of life. Her approach is grounded in education and empowerment, striving to give clients the confidence to make informed financial decisions so they can focus on what truly matters to them. Michelle is also fluent in Cantonese allowing her to connect with the Cantonese speaking community.
Tharan Al-Eryani, B.Econ.
Associate Investment Advisor
As an Associate Investment Advisor, Tharan has a wealth of experience in the financial industry and is dedicated to helping clients achieve their unique financial goals. With a strong background in economics, finance and investment strategy, Tharan assists in developing personalized investment plans, conducting market research, and managing client portfolios. Known for his excellent communications, keen analytical skills, and client-centric approach, Tharan thrives on providing specialized support and advice, delivering results, as well as a commitment to building lasting relationships with clients through trust and transparency.
A graduate of the University of Calgary with a bachelor's degree in economics, Tharan continues to stay updated on market trends, regulations and wealth planning best practices.
Tharan enjoys watching and participating in sports, spending time with his family, reading, travelling, and cooking. He is also fluent in Arabic.
Alison Ng
Client Service Associate
As a Client Service Associate, 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. She speaks Cantonese and Mandarin fluently and unwinds by playing badminton with her husband and friends.
TD Wealth Private Banking
Achieve more when you work with professionals who understand your goals and can help you reach them. Our Private Bankers provide support with your banking needs while connecting you with the right TD specialists to manage your wealth management needs, so you can focus on other priorities.
Silei Peng
Senior Private Banker
Jessica Villamizar
Private Banker
TD Wealth Specialists
Bernice Kutney
Tax and Estate Planner
Sean Hiebert
High Net Worth Planner
Blaine Wilson
Estate Planning Advisor
Rebecca Hett
High Net Worth Planner
