Sylvia Ho

Sylvia Ho

Associate Portfolio Manager

Working together to help you achieve what truly matters to you

Phone

Office

(514) 847-3636

Office Location

1350 René-Levesque Ouest 9e étage Montreal, QC H3G 1T4. map

I am registered as a Portfolio Manager with TD Wealth Private Investment Counsel, where I am responsible for building and managing a book of client relationships that are managed on a discretionary basis by providing a range of investment solutions and advice to affluent and high net worth clients. As an Associate Portfolio Manager, I work under the supervision of a Portfolio manager to advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding your financial affairs. I conduct in-depth review of the client's investment goals, philosophies and risk tolerance and work to help you develop and document your personalized investment strategy, and advice on financial products and estate planning strategies. My mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I aim to deliver proactive and holistic advice, working closely with you to make key decisions about your portfolio that align with your goals.

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Tim – Making sure Patty's legacy lives on

Creating a Legacy

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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.

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.

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.

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