My career in the investment industry began in 1987 and over the past 31 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 30 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.