Meet The Team
Senior Investment Advisor
CFA
CPA
Investing is a lifelong process. Every story of yours matters to me.
A very close family member of mine lost most of his retirement savings in a market crash; I have also seen a close friend struggle during a sudden life change and not only had to deal with emotional loss, but also a financial loss. If you asked me why I decided to become an Investment Advisor, here is the reason – with all my experience, expertise, network and most importantly my understanding of people's unique values and goals, I want to stand by each of my clients as they embark upon their unique financial journeys. I want to ensure they are never alone and are always provided with care.
As I always start my client meetings by listening to your story, here is a bit of mine:
I graduated from the University of Toronto with a Bachelor of Business Administration degree. I also hold the Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA, CMA) designations. In 2011, I began my career in the financial services industry in Toronto. Since then, I've enjoyed every moment working in this fast paced yet inspiring industry.
Outside of work, you would most likely find me in the gym doing heavy weight training or with my boxing trainer punching bag early in the morning. I also love yoga, hiking, travelling and tasting new cuisine my husband makes at home.
English
Mandarin
Chartered Professional Accountant Association - Mentor
University of Toronto Scarborough - B.B.A
CFA Institute - Chartered Financial Analyst
CPA Institute - Chartered Professional Accountant
Investment Advisor
CFP®
Sze Yee Ling spent the first stages of his professional career as a tax litigator and planner at a law firm in Toronto, guiding high and ultra-high net worth clients through the complex Canadian tax landscape. With a Juris Doctor from the University of Toronto, he built a reputation for blending sharp analytical skills with a deep understanding of both the regulatory and interpersonal issues that affect affluent families and closely-held businesses. As an Investment Advisor at TD Wealth Private Investment Advice, Sze Yee has seamlessly translated his tax and legal expertise into a comprehensive investment advisory practice dedicated specifically for high-net-worth families, whether their family members reside in Canada or have expanded across multiple jurisdictions. He crafts unique portfolios that leverage tax-efficient vehicles to optimize after-tax returns and preserve generational wealth; his rigorous due diligence, paired with an attorney's attention to detail, helps ensure every investment decision aligns with the long-term goals and values of his clients and their families.
Beyond numbers and organizational charts, Sze Yee believes that true financial mastery comes from collaboration. He works side-by-side with family members, trustees, and other professional advisors to demystify complex concepts, educate the next generation, and foster financial confidence. Whether structuring a corporate re-organization, designing a legacy plan, or navigating market turbulence, Sze Yee's clients rely on him not just as an advisor, but as a trusted advocate for their family's future.