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Working together to help you achieve what truly matters to you
The Tong Yuen Group are a team of financial stewards who can guide you towards your unique vision of success. Our client-centered approach includes building a long-lasting relationship with you, so we can help you plan for the long term to manage your family wealth for future generations.
It’s about integrity. We work to truly understand you and your values, and provide genuine wealth stewardship to help you achieve your life goals and meet your family’s unique needs. We are supported in this nuanced work by TD specialists, and will help you understand and create customized long-term wealth strategies.
Complex wealth planning deserves a comprehensive approach. Affluent families, incorporated professionals and business owners all have a mix of short-term needs and long-term goals, and need thoughtful, engaged guidance. We design distinct investment management solutions for each client, working hard to help you and the people you care about enjoy life to the fullest.
Through our highly integrated wealth management approach, we work to address your primary focus areas:
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural 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.
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.
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, we have answers. Let's have a quick chat.
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