Welcome to the Richmond and Burnaby Branches of
TD Wealth Private Investment Advice.
Our team of 16 Investment Advisors holds some of the highest credentials in the industry. We have built a track record of exceptionally high client satisfaction by combining prudent investment selection with thoughtful financial planning and highly-personalized service.
We are an ethnically-diverse group who conduct advisory services in Mandarin, Cantonese, Tagalog, French, and English. Our comprehensive, all-in-one approach to investing and wealth management brings clients access to advice from TD specialists in retirement planning, risk mitigation, tax minimization and estate protection, which we integrate and customize for each client's unique needs.
If you seek an advisor who takes the time to understand your needs and build a long-standing relationship to deliver tax-efficient strategies, helps you achieve your goals and address your needs and concerns, please
contact me now .
If you are an Investment Advisor who thrives in a high-energy environment and is driven to succeed, advance your career at TD Wealth Private Investment Advice. Learn more about the advantages of joining one of the strongest Private Investment Advice teams in the country, while being supported by the vast resources of the TD Bank Group.
Contact Tom now or apply online
here .
Tom Ostby, BAA, CFP®, CIWM, FCSI®
Branch Manager and Senior Investment Advisor
TD Wealth Private Investment Advice, Richmond
Meet Our Team
Tom Ostby, BAA, CFP®, CIWM, FCSI®
Branch Manager and Senior Investment Advisor
Tom Ostby has been managing TD Wealth PIA branches for over a decade and is devoted to working with advisors to constantly help them improve their practices to be the "better branch". He loves building things and making them better through small, incremental changes and a rigorous dedication to placing client interests first. Tom prides himself on the low turnover rate of our staff and earning consistently high client satisfaction.
Tom has helped our branch succeed through integrity, wisdom, goals-based planning, and close collaboration with TD specialists who enhance our expertise (learn more about them below). Working together as a team, we are dedicated to managing our clients’ wealth and providing regular, relevant, proactive contact.
Tom holds a Bachelor of Business Administration from Simon Fraser University and the Certified Financial Planner (CFP®), Certified International Wealth Manager (CIWM) and Fellow of the Canadian Securities Institute (FCSI®) designations. He has worked with TD more than a decade.
On the personal side, Tom and his wife have two adult children and a rescue dog. Tom enjoys sports, old cars, his family and is currently training for his sixth 250-km Tour de Cure which is a fund raiser for cancer.
Fiona Yip
Manager Client Service
Fiona Yip is Client Service Manager for the Richmond Branch. She works in collaboration with Tom Ostby to manage the day-to-day operations of the Branch and is directly responsible for supervising its Client Service Associates.
Fiona enjoys being strategic and creative in finding opportunities for the Richmond Branch to excel and adapt to our constantly changing environment. She will be pleased to handle any queries regarding the Richmond Branch operations.