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Senior Vice PresidentInvestment Advisor
Working together to help you achieve what truly matters to you
1350 René-Lévesque Ouest 8ieme étage Montréal, QC H3G 1T4Map
For over 30 years, Wendy has helped individuals and families achieve their financial objectives by developing goal-oriented, integrated wealth management strategies. She earned her Financial Management Advisor (FMA) designation in 2005, and has been an Investment Advisor with TD Wealth Private Investment Advice since 1994. Wendy has won the TD Wealth President’s Club1 Award three times (2004, 2006, 2010), and has received the TD Merit Award2 12 times (2005, 2007-2009, 2011-2018). Both are distinctions reserved for top performing investment advisors. Prior to joining TD Wealth she headed up Asian Private Banking at the Bank of Montreal, and before that she was a professional currency trader.
Wendy is passionate about educating girls and women about finance. In addition to the many events she hosts focusing on financial literacy, she also sponsors girls’ education in the developing world, and currently serves on the Boards of a private school and The Giving Foundation.
1President’s Club: Meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
2Merit rewards employees who meet and exceed the business unit’s criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.
Toll Free: (800) 842-6685
Fax: (514) 842-5575
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Chinese, Cantonese, English, Mandarin
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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