Meet Your Comprehensive Team

The team works closely with Estate Planning specialists and Private Bankers at TD to serve the diverse needs of our high net worth clients. We are also able to work alongside your accountant or lawyer, in striving to provide seamless wealth management strategies.

Paul Kwan

Senior Investment Advisor

B .Econ

Connie Yuen

Senior Investment Advisor

CFP®

CIM®

Client Relationship Associate

Administrative Associate

Additional TD Specialists

Alice Sung

Estate Planning Advisor

Executive Trust Officer

High Net Worth Planner

High Net Worth Planner

John Nicolls B.Comm., LL.B.

Business Succession Advisor

Luke Mlynarczyk

Tax and Estate Planner