Phong Truong
Portfolio Manager & Investment Advisor
MBA
QAFP™
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
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Helping achieve what truly matters to you and your family is my team's singular focus.
We offer an integrated suite of services to address the complex needs of business owners, professionals, affluent retirees, and farming families.
Everyone's story is different. Beginning with an in-depth discovery, we’ll explore the finer points of your unique goals, values, and aspirations.
As your advisor, we will oversee a multi-disciplinary team of TD specialists from our full suite of services -- investments, tax, estate and wealth planning, private banking, insurance and philanthropy – to craft a custom-made plan that will help you achieve your financial goals.
My team and I are united by our commitment to our clients – and our ongoing pursuit of excellence. We welcome the opportunity to learn about your story.
Certificates
MBA
QAFP™
CIM®
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Commitment
Put Clients First
Deliver Beyond the Expected
Instill Confidence
Interesting articles to explore
WAAC Perspectives
A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
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