Steve has more than 20 years of experience in advising high net worth investors. Over the past decade, he has been recognized by his former employers, National Bank Financial and HSBC, as one of their top performers by evaluating people’s personal situations and helping them achieve their goals.Steve moved to TD Wealth Private Investment Advice early in 2018 to offer to his clients helped by TD Specialists, he strives to offer a wider, more holistic scope of services, encompassing investment management, wealth planning and related tax, retirement, estate and business succession strategies. As a seasoned Portfolio Manager who holds a  Chartered Professional Accountant designation, Steve endeavours to bring a very high level of professional and ethical standards to his role advising business owners and families. Steve also holds the Fellow of the Canadian Securities Institute (FCSI^®) designation, one of the highest honours within the Canadian financial services landscape, reserved for an exclusive group of professionals who demonstrate strong leadership, integrity, commitment and dedication to their clients and the industry.

George has 20 years of experience serving the investment needs of affluent clients. Fluent in English, Mandarin, Cantonese and Taiwanese, George brings tremendous value to our team through his ability to serve the Asian members of our high net worth clientele, who have expressed their appreciation of the special treatment he provided them. In addition, George assists our team by executing trades, managing our administrative hub and keeping the team organized.

Tiffany has experience in both Accounting and Finance. She is a licensed IIROC (Investment Industry Regulatory Organization of Canada) representative and fluent in English and Mandarin. Tiffany's role involves serving clients and providing administrative support to keep our team running smoothly and efficiently.

Vivian assists with ensuring that the administrative aspects of our clients’ needs are addressed swiftly and accurately.