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My career in the investment industry began in 1987 and over the past 26 years, I have experienced many changes in the investment environment. Over this time, Wealth planning has evolved as an effective approach in managing one’s personal/financial needs and goals.
A comprehensive life discovery discussion is a crucial step to have a clear understanding of your needs and your priorities. Based on your personal profile, I will analyze your circumstances and a thorough asset allocation model will be presented based on your objectives and comfort level of risk. Portfolios are tailored for each individual client and all actions will be fully explained and transparent to you.
With my associate, Linda Wong, who also has 24 years in the investment industry, we are the team to listen, understand, and help you to develop a personal strategy according to your needs. By working closely with our TD Wealth specialists, we provide tax, estate & insurance planning along with integrated customized financial solutions.
Toll Free: (800) 382-4964
Fax: (416) 512-6923
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
Cantonese, English, Mandarin
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.