Understanding
We take the time to understand your needs, dreams and aspirations.
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Discovering and planning for what truly matters to you
The Tong Yuen Group are a team of financial stewards who can guide you towards your unique vision of success. Our client-centered approach includes building a long-lasting relationship with you, so we can help you plan for the long term to manage your family wealth for future generations.
It’s about integrity. We work to truly understand you and your values, and provide genuine wealth stewardship to help you achieve your life goals and meet your family’s unique needs. We are supported in this nuanced work by TD specialists, and will help you understand and create customized long-term wealth strategies.
Complex wealth planning deserves a comprehensive approach. Affluent families, incorporated professionals and business owners all have a mix of short-term needs and long-term goals, and need thoughtful, engaged guidance. We design distinct investment management solutions for each client, working hard to help you and the people you care about enjoy life to the fullest.
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We present your strategy to you for discussion and approval.
We work with you to put your strategy into action.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Investment Planning
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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.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Federal Budget 2024: How proposed new taxes and spending could impact the economy
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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