Meet The Team
Client Service Associate
Client Service Associate
Michael Phan is a Client Service Associate at TD Wealth Private Investment Advice, supporting Senior Investment Advisors, Allison Qian and Yen Lo as part of Q & L Foresight Wealth Management Group. With over 6 years in banking and more than 10 years of client service experience, Michael is committed to delivering client service excellence in highly regulated environments, combining attention to detail and accuracy with strong commitment to confidentiality, trust, and professionalism.
Michael brings strong operational and administrative expertise to his role, providing reliable support to wealth advisors and relationship managers while helping maintain high-quality client relationships and smooth day-to-day execution. Michael holds the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), demonstrating a strong foundation in Canadian securities industry knowledge, professional standards, and client-focused practices.
Outside of work, Michael enjoys spending quality time with family and unwinding in the kitchen, especially trying new recipes and cooking for the people close to him. He also stays active through the gym, golf, and basketball, appreciating the mix of discipline, focus and competitive nature each activity brings.
Client Service Associate
Client Service Associate
Wenhao (Patrick) Zhang is a Client Service Associate at TD Wealth Private Investment Advice, supporting Allison Qian and Yen Lo as part of Q & L Foresight Wealth Management Group. With over 7 years of experience in business operations and financial advisory, Patrick strives to deliver exceptional service supported by his leadership and strong work ethic.
Patrick holds a Bachelor of Business Administration from the University of Toronto, specializing in Finance. He is committed to ongoing professional excellence as a CFA Level II candidate and holds Personal Financial Planner (PFP®) designations. He is fluent in English, Mandarin, and Cantonese.
Outside of his professional life, Patrick is a dedicated family man who enjoys spending quality time with his wife and daughter. Their home is shared with three beloved cats. To stay active and balanced, Patrick is an avid basketball player and enjoys swimming, finding that the discipline of sports complements his energetic approach to his financial career.
