Skip to main content

Lisa Rong Wang

Vice President and Senior Portfolio Manager

  • CFA®
  • CIM
  • FCSI®

Working together to help you achieve what truly matters to you

I am a Senior Portfolio Manager, working at TD Wealth Private Investment Counsel, one of the largest discretionary investment firms in Canada and we manage over $29 billion in assets. We specialize in professional money management for high net worth clients as well as foundations, not-for-profit organizations and trusts. Our clients include a wide range of clientele such as: senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients, trustees etc.

PWM Eng.png  PWM Chinese.png 

At Private Investment Counsel, we pride ourselves on developing a deep understanding of clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs.

We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.

Behavourial Finance.png 

Our offering is supported by the same high-calibre methods and rigour used by TD Asset Management with pension funds and foundations. We strive to achieve superior risk adjusted returns.

We have good working knowledge and experience in dealing with complex financial matters and building a wealth strategy focused on: building net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.

ADDITIONAL CONTACT

Toll Free: (800) 807-0105

LANGUAGES

Cantonese, Mandarin

EDUCATION

Bachelors of Commerce, Major in Finance from University of British Columbia

COMMUNITY INVOLVEMENT

Member of the CFA Institute, CFA Vancouver Society

BF Men vs Women.jpg 

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?