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Li Song

Investment Advisor

Wealth management that evolves as your needs, priorities and circumstances change over time

With years of experiences in the financial services industry, I provide comprehensive investment planning for high net worth clients. I am a strong believer of planning to achieve your goals, whether it is retirement, business succession, wealth transfer or building your legacy. 

I am also an advocate for empowering through education. My practice integrates educating clients on investment planning and tax strategies. I believe that a long term relationship is built through understanding, trust, and transparency.

I manage the personal financial matters for many sophisticated investors, high income professionals, retirees, inheritors and entrepreneurs. Along with a team of tax, estate and business specialists at TD Bank Group, I am committed to deliver high quality solutions to your financial needs.

ADDITIONAL CONTACT

Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049

LANGUAGES

English, Mandarin, Cantonese

 

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.

REQUEST AN APPOINTMENT

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. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?