Meet The Team
Investment Advisor
Investment Advisor
Yen is an Investment Advisor with TD Wealth Private Investment Advice and holds the Certified Financial Planner (CFP®) designation, bringing a strong foundation in entrepreneurship and multigenerational wealth planning to his role. His involvement in business management began at age 16, supporting his family’s enterprise after immigrating from Hong Kong. With parents who faced language barriers and limited familiarity with the Canadian financial and tax landscape, he gained early exposure to business operations and tax planning, shaping his long-term professional focus.
Throughout his career, Yen has specialized in working with business owners and professional corporations, collaborating closely with accountants and legal advisors to help develop coordinated, tax-efficient strategies. He also supports high-net-worth families, in collaboration with TD specialists, through all stages of wealth planning, including asset accumulation, retirement planning, and estate planning, with a focus on long-term continuity and generational wealth.
Fluent in English, French, and Cantonese, Yen works effectively with clients from diverse cultural and linguistic backgrounds, helping ensure clarity and confidence in complex financial discussions.
Yen is known for his collaborative approach and ability to translate complex concepts into practical strategies aligned with clients’ goals. His experience as a competitive athlete in football, basketball, and baseball from high school through university has shaped his disciplined, team-oriented mindset.
Outside of work, Yen is a devoted husband and father who values family life. He enjoys traveling and cooking, and believes these pursuits foster connection, balance, and perspective.
English
French
Cantonese
Investment Advisor
Investment Advisor
Allison is an accomplished private wealth management professional with over 20 years of experience, holding the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She works closely with individuals and families to help them build, preserve, and transfer wealth with confidence. Her areas of focus include comprehensive financial planning, investment planning, tax-efficient strategies, and estate planning strategies, delivered through a disciplined and personalized approach.
Allison came to Canada to pursue a master's degree in accounting and began her professional journey without family support locally. Through determination, resilience, and professional excellence, she successfully established herself in Canada. This personal experience gives her a deep, first-hand understanding of the challenges faced by newcomers, as well as the importance of thoughtful wealth accumulation and long-term financial management in achieving stability and success in a new country.
Allison is committed to professionalism, discretion, and long-term perspective. She takes the time to understand each client’s values, goals, and family dynamics. She provides tailored strategies designed to support financial clarity and confidence across generations. Fluent in both English and Mandarin, Allison serves a diverse clientele with cultural awareness and sensitivity.
Family remains central to Allison's life. She is happily married and a devoted wife and mother, with a strong appreciation for balance, responsibility, and legacy—perspectives that naturally inform her work with clients and their families.
Outside of her professional practice, Allison enjoys painting, traveling, and maintaining an active lifestyle. Her commitment to personal fitness reflects her belief in discipline, resilience, and long-term well-being—principles that align closely with her approach to wealth management.
English
Mandarin
