Sylvia Ho
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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.
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Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
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.
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Women and Investing
Retirees / Pre-retirees
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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.
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
Article
Can I split a capital gain 50/50 with my spouse?
Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.
Joint accounts and estate planning: Mistakes to avoid
Article
Joint accounts and estate planning: Mistakes to avoid
Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?
Will you spend $42,000 per year to support your child's dream?
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Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.