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“I strive to provide personalized investment solutions, incorporating a life planning approach for families and businesses that will help them achieve their goals over their entire lifetime. Of utmost importance is providing high-quality service and advice, delivered with honesty and integrity.”
Trust is earned through relationships, performance, service and professionalism. I believe that performance is measured by more than just results. Performance means taking the time to understand and evaluate your individual situation to ensure the results fit your needs. It means delivering carefully researched, objective advice that looks at the various aspects of what is required to help you reach financial stability. I work together with my clients to provide professional guidance with their income planning and savings planning. When appropriate, I can engage TD Specialists who can assist clients with wealth protection and estate planning.
It was a combination of sound business sense and the desire and passion to help people that led me to my career within the Investment industry 24 years ago. I have worked with over 150 families and businesses supporting them with their investment plans designed to encompass their entire lifetime. Over the years, I have guided my clients not only through market turbulence, but through personal achievements and turmoil. All of this has been done with unwavering dedication to help bring my clients closer to realizing their dreams and goals.
My educational qualifications include a Bachelor of Commerce Degree majoring in Finance and Marketing. I’ve also obtained industry designations of Chartered Investment Manager (CIM®), Personal Financial Planner (PFP), and the Fellow of the Canadian Securities Institute (FCSI®), and I am also a Life Insurance Advisor through TD Wealth Insurance Services.
Outside of the office I am an avid supporter of many environmental committees and initiatives. I also enjoy spending my time outdoors in beautiful BC.
Please call me today to see if you, your family or your business could benefit from investing for a lifetime.
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.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Alice Sung
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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