Long Chung
Associate Portfolio Manager
Working together to help you achieve what truly matters to you
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Office Location
"Entrusting us with your financial affairs is a responsibility my team and I protect and value deeply.
In serving you:
- We are committed to acting in your best interests;
- We are committed to building long-term relationships based on trust and integrity;
- We are committed to service excellence, transparency and cost-effective management of the investible wealth you have worked hard to build;
- We are committed to a focus of protecting and growing your wealth for you, your family and for future generations."
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Languages
English
French
Cantonese
Education
John Molson School of Business - Concordia University
Community Involvement
Ronald McDonald House
About Me
Through TD Wealth's unique Discovery process which utilizes principles of behavioural finance, my key objectives are to help clients build net worth, implement tax-efficient strategies within their investment portfolios and emphasize risk reduction by helping protect what matters most to my clients.
Equally, with the help of TD's specialists; we assist the clients in structuring an estate plan, which will allow them to fulfil their wish of leaving a legacy that aligns with their values.
My career in the investment industry began in 2003 and I have held diverse positions which have allowed me to bring a unique perspective and set of experiences that shape my investment philosophy and process today. I graduated from the John Molson School of Business at Concordia University with a Bachelor of Commerce in Finance. As a strong believer in continuous education, I have completed Level II of the Chartered Financial Analyst (CFA) program and I am a member in good standing with the CFA Institute and Calgary CFA Society.
In my free time, I enjoy photography, travelling, cooking, volunteering and above all, being outdoors with my wife, two young daughters and our two rescue dogs.
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
What We Do
What to expect when working with us
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Our Clients
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
Multi-Generational Family
You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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