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Lisa Tong

Vice President and Senior Portfolio Manager

  • PFP®
  • CFA®
  • CSC

"Working together to help you achieve what truly matters to you"

Helping you to achieve your vision of success

With more than 20 years of financial services, business and investment experience, I have actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. I have experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions. I joined TD Wealth Private Investment Counsel in 1999 after beginning my career with Canada Trust in 1993 and then continuing with TD Canada Trust after the companies merged. My foundational knowledge was built through previous career positions including Financial Advisor and Client Service Associate. 

I graduated from the University of Calgary having earned a Bachelor of Arts degree in Economics and received my Chartered Financial Analyst (CFA) designation. I have completed the following courses through the Canadian Securities Institute.  The Investment Funds in Canada (IFC), Personal Financial Planner (PFP) and Canadian Securities Course (CSC®). I am  a member of the CFA Institute and the Calgary CFA Society.

A proud wife and mother, I live with my husband, Sunny, and my two active children. Away from the office, you can usually find me  at the ski hill in the winter or in the Shuswap in the summer.

ADDITIONAL CONTACT

Toll Free: (844) 831-7464

LANGUAGES

Cantonese, English

EDUCATION

B.A Economic at University of Calgary

COMMUNITY INVOLVEMENT

Calgary CFA Society

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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.

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