Alexander Nimmo
Portfolio Manager
CFA®
Working together to help you achieve what truly matters to you
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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. We believe that 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.
The Tong Yuen Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
Certificates
CFA®
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
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
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.
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
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.
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
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Money Talk
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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.
Monthly Perspectives: Institution Evolution
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Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Monthly Perspectives: Institution Evolution
PDF
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
Article
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.