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As you achieve your life's goals from years of hard work, you may realize that your financial situation becoming more complex. When you arrive at this stage of life and need professional assistance with wealth and investment management, we can provide our professional advice and services.
From managing your investment portfolios to planning to optimize your wealth from a business sale, intergenerational wealth transfer, multi-jurisdictional families and assets transfer, or maximizing the tax and asset efficiency by allocating investment assets to family trusts, holding companies, registered and non-registered accounts as well as using tax-sheltered insurance policies, to creating a strategy for charitable gift-giving to your own family foundations well in advance of the actual gifting, you have access to our team of tax, legal and insurance experts through me.
Prior to being invited to join TD Wealth Private Investment Advice, Susan was an investment and wealth advisor with RBC Dominion Securites where she won the 2008 Best Practice Advisor by DS Advisory Board and where she provided a comprehensive range of investment and wealth management services customized to her select clients. Her 20 years of experience in various roles as a branch manager/ assistant vice president in a Citigroup affiliate in Asia, a private banker and a senior planner with another Canadian bank, gave her a distinct advantage in developing solid client relationship and providing world-class solutions to more complex needs of her high net worth clients.
Susan has obtained a prestigious designation of CFP or Certified Financial Planner and has completed her LLQP certification on insurance. She has a graduate degree in MBA in addition to her Bachelor of Science in Architecture. She can fluently speak and write English, Chinese Mandarin, Chinese Fukienese/ Taiwanese, and Tagalog.
To ensure her clients make sound and informed decisions, Susan is passionate about making sure her clients are educated about the various choices of investment and wealth strategies available to them. She takes extra time and care with her clients. The more her clients understand market dynamics and investing basics, the less likely of them to make unsound short term decisions based on emotions. Despite enduring the "great recession of 2008-2009", she is proud of her sound advice and disciplined investment management approach that her clients benefitted. Most of her clients' portfolios came out in much better financial shape than before the market crash of 2008-2009.
Toll Free: 1(800) 322-1777
Fax: (905) 707-2049
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
English, Mandarin, Chinese, Fookien, Taiwanese, Filipino
Past events: Wealth Forums for Business Owners & Professionals
View Invitation here
April 10, 2018 5:30 pm - 7:30 pm
Income Splitting Strategies
Shift income to children & dependents potentially save tax to pay
for children’s expenses
April 24, 2018 5:30 pm - 7:30 pm
Estate & Business Succession Planning Strategies
Be ready for the Unexpected
May 1, 2018 5:30 pm - 7:30 pm
Tax Changes for Private & Professional Corporations
Create a safe haven for investment income in your corporation,
Create your own Individual Pension Plan, Corporate Insured
Pension Style Investment Management
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.