Discovering and planning for what truly matters to you
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.
Through our highly integrated wealth management approach, we work to address your primary focus areas:
What We Do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioral finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
The TDAM Advantage
Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. In creating your unique portfolio, we draw from the same high-caliber people and methods used by TD Asset Management with pension funds and foundations to bring a boutique investment offer to our clients. By leveraging this institutional thought leadership, we're able to look beyond traditional asset classes to help manage risk and navigate an ever-changing investment landscape.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