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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
With 20 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals & families, estates & trusts, charitable and business organizations. As a Portfolio Manager at TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
I work with a talented group of colleagues at TD and have complete access to their expertise and resources. My role is to create, in collaboration with TD specialists, a fully integrated and comprehensive plan for my clients; this can range from investment management, to estate planning, to credit and to insurance strategies. I feel that this relationship is crucial to my client's evolving needs from accumulation to preservation and to transition of their wealth through every stage of their life.
I hold a Bachelor of Administrative Studies Degree from York University, and hold the Chartered Financial Analyst [CFA] designation. I am a member of the Toronto CFA Society.
Branch Office: (905) 707-6757
English, Cantonese, Mandarin
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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