Vy Nguyen, Investment Advisor,Montréal, QC

Phone

Office

Mobile

Office Location

1350 Boul. René-Lévesque O., 9e étage Montréal, QC H3G 1T4. map

Mr. Vy Nguyen is the Portfolio Manager with The Nguyen Pelletier Group at TD Wealth Private Investment Advice.

He is a wealth management veteran with over 33 years of experience, including wealth management, financial planning, coaching, and leading high-performing teams of investment professionals. He has used this experience to help his clients
achieve better results for themselves and their families. He holds the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute (CSI), the Financial Planner designation from the Institut québécois de planification financière (IQPF), and a Master of Business Administration (MBA) from the Université de Sherbrooke. For the past 16 years, Vy has advised and provided portfolio management services to high-net-worth individuals and their families for Canadian and European private banks and wealth management firms. He is recognized by his peers as an excellent communicator. He has led financial education seminars and presentations to communities across Quebec.

Vy has a very positive attitude and is a solutions-oriented individual. He has been involved in his community for many years and has served on the boards of numerous charitable organizations. Vy now sits on the boards of the Montreal Museum of Fine Arts Foundation and the Collège Sainte-Anne Foundation. Vy has a lifelong passion for the visual arts. He is the ambassador for the TD Wealth Art Collection and promotes the collection's unique attributes to the community.

On a personal note, Vy is the father of three beautiful children and participates in numerous sports throughout the year, including alpine skiing and triathlon. For him, it is important to share his values with his clients: family, health, and integrity.

The Nguyen Pelletier Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

CIM®

Pl.fin.

MBA

Languages

English

French

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Achieve what truly matters to you

Our Solutions

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.