Meet The Team
Investment Advisor
CFP®
CIM®
Simon has over 40 years of experience with TD starting as a Financial Advisor, Financial Planner and moving over to TD Wealth Private Investment Advice as an Investment Advisor in 2021. Simon's experience provides a wealth of knowledge to clients navigating the various stages of life. Simon also collaborates alongside TD specialists to offer investment management, wealth planning and related tax, retirement, estate, and business succession strategies in the wealth solutions he provides.
As a long term planner not solely focused on the ups and downs of the market, Simon holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designation.
Contact
Office: (604) 257-7818
Email: Simon.fok@td.com
Client Service Associate
CIM®
BBA (Hons)
Samuel joined TD in September of 2021 working as an in branch Financial Advisor before moving on to work closely with Simon at TD Wealth Private Investment Advice in 2023. During this time Samuel focused towards a passion in wealth management and investments. He is committed to delivering dedicated and tailored client experience.
Samuel has graduated with a BBA, completed his Chartered Investment Manager (CIM®) designation and is currently working on completing his Masters of Finance.
Contact
Office: (604) 842-8419
Email: Samuel.fok@td.com
Languages
English, Cantonese
Additional TD Specialists
Estate Planning Advisor
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.
