Introducing TD Wealth Private Investment Counsel
As a client of TD Wealth Private Investment Counsel
, you will take part in a unique and collaborative consultation to fully understand your financial needs and priorities.
With a deep understanding of your priorities, your dedicated personal Portfolio Manager, Gang Wang, CFA
, will connect you with a core team of TD specialists with expertise in everything from estate and trust planning and philanthropy, to business succession and tax planning.
From China, with passion.
Get to know your dedicated personal portfolio manager
May 27, 2004, that was the day I first came to this wonderful country to pursue my Canadian dream. After a few years of hard work, in 2009, I graduated from Asper School of Business, University of Manitoba with a Bachelor of Commerce (Honours) degree with Distinction, double majoring in Finance and Accounting. The journey of my financial services career began at that moment.
After spending almost three years practicing treasury risk management at the Canadian Wheat Board, I joined a global investment firm headquartered in Winnipeg. After spending close to two years as Senior Investment Accountant, I had an opportunity to join the firm's investment management division and spent over four years managing high-net-worth and institutional client portfolios and also a number of equity mandates within the firm's mutual fund portfolios.
During 2015 to 2018, my commitment to continuous education had earned me the Chartered Financial Analyst® (CFA®)
designation conferred by the CFA® Institute
. Earning this globally recognized designations not only is an indication of my commitment, passion, and aspiration towards my career objectives, but also a recognition of experiences and expertise in both investment and wealth management practices. I did not just stop there; from 2017 to 2018 my particular interest in Financial Technology (FinTech) inspired me to obtain a FinTech Certificate from Saïd Business School, University of Oxford.
I am currently volunteering at CFA Society Winnipeg
promoting the CFA designation and the CFA Institute Code of Ethics and Standards of Professional Conduct
to university students, the general public, and the global investment community. I proudly became a Canadian citizen in 2016 and I have always kept close relationships to various local communities and our diversified local ethnic groups. I am happily married to my wife Bing and together we have a beautiful daughter Valentina.View my credentials online by clicking on the below images
Trust in us with all of your wealth needs and desires
We believe in delivering an exceptional experience for each client. In collaboration with a team of TD specialists, TD Wealth Private Investment Counsel can provide the expertise and advice you need to help you achieve what’s important to you and your family. I will assist you with:
Click below image to enlarge:
Our journey together starts with understanding you
Experience has shown us that your past and your present combined point the way to your future. So, together, 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 for 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.
Click below image to enlarge:
Our journey continues with dedicated personal service supported by industry expertise
As your dedicated personal portfolio manager, besides providing you with professional investment portfolio management
such as Strategic Asset Allocation (SAA), our team also draw on the expertise of a variety of TD investment professionals and risk management specialists. They provide our team with economic and market research that helps us not only manage your portfolio, but also identify opportunities that lie in the market shifts, we call this Tactical Asset Allocation (TAA).
During our journey together, my personal service for you is meant to be a life-long commitment; during your different life stages, depending on your unique circumstances and dynamic situations, I can assemble a team of TD specialists with expertise so you can receive all of our integrated wealth services:
Click below image to enlarge: 点击下面图片放大:
Our quarterly Market Outlook update for you
We understand that you are always tied up with other important commitments in your life but also rather care about your ongoing wealth status and your investment portfolio. That is why we want to keep you informed about the market conditions and let you benefit from the experience and investment knowledge of TD Asset Management by providing you with a quarterly summary of the TD Wealth Asset Allocation Committee’s market outlook for equities and fixed income investments over the next six to eighteen months.
Shall we begin?
Our clientele is truly diverse:
- Professionals (medical doctors, dentists, engineers, accountants, lawyers)
- Business owners and entrepreneurs
- High-net-worth families and individuals
- Foundations and not-for-profit organizations
- Farm and land owners
- Estates & trusts
- Lottery winners
Reach out to get more information about our comprehensive wealth offering. We can start the conversation today!