Swan Wealth Group
We are proud to highlight our background and credentials.
Geet Chawla, CPA, CMA, BBA (Hons)
Senior Investment Advisor
T: 905 456 2760
E: geet.chawla@td.com
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. 
John Ngo, CFA, MBA
Associate Investment Advisor
T: 905 456 0962
E: john.ngo@td.com
As an Associate Investment Advisor, John provides dedicated support to the Senior Investment Advisor by executing the team strategy for investment solutions, client engagement and business development. John is a CFA Charterholder with an MBA from U of T – Rotman, majoring in Investment Banking and Real Estate. Prior to this role, John was a High Value Client Relationship Manager with TD Direct Investing, supporting 200 households and $1 Billion in Assets.
Jesse Gowan, CIM®
Associate Investment Advisor
T: 905 456 6513
E: jesse.gowan@td.com
As an Associate Investment Advisor, Jesse plays a key role in delivering our client-focused approach to comprehensive wealth management. He serves as a primary point of contact for clients and collaborates closely with our network of TD Specialists to provide tailored solutions in areas such as financial planning, tax strategy, estate and legacy planning, and more. In addition to supporting the implementation of customized investment strategies, Jesse contributes to the team’s ongoing growth and business development initiatives.
Jesse holds the Chartered Investment Manager (CIM®) designation and is a graduate of Western University. With many years of experience in the wealth management industry across Southern Ontario, he brings deep expertise and a commitment to helping clients achieve their financial goals with confidence.
Tyler Tong
Client Service Associate
T: 905 456 6442
E: tyler.tong@td.com
As Client Service Associates, they provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. Tyler acts as the primary contact with regard to account administration and day to day client inquiries or issues. They are committed to delivering legendary client experiences with courtesy, discretion, and professionalism.