Wei Gong, Financial Planner,Calgary, AB

Phone

Office

Office Location

305 Centre Street Sw Calgary, AB T2G2B9. map

I have been working in the financial services industry since 2013. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Calgary area. During the last 7 years, I have focused exclusively on financial planning and fostering strong client relationships.

I hold double Bachelor degrees in Finance and Economics from the University of Calgary.

I have also completed the requirements for the Certified Financial Planner (CFP®) designation conferred by FP Canada.

I look forward to working with you to help you achieve your personal financial goals.

Certificates

B.Comm.

CFP®

Languages

English

Mandarin

Education

B. Comm.

Community Involvement

TD Chinatown Branch

Wealth-building Strategies for now and the years ahead

TDAM: Tax & Retirement Planning Guide

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Market Perspectives: The New Market Regime: More Paths to Performance

The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.

What We Do

We start by engaging in a balanced discovery conversation. We engage in a 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, a lead advisor connects 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.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

关于我们

凭借数十年的综合经验以及对客户面临的挑战的深入了解，我们坐拥优势，为客户量身定制有效的财富管理策略。我们努力不懈，帮助您确定财务目标，然后制定投资组合以实现这些目标，并在不同市场周期中稳守投资。帮助您做出更好的决策是我们工作的核心。

我们采取平衡的做法，包括确定增长型和保障型投资的正确组合，这将有助于实现您的成功愿景。我们贯彻始终，致力于提供个性化服务，着重亲和力以及保持开放的沟通。

为了协助您制定真正全面的计划，我们会在适当的情况下，借助于TD专员的专业知识，他们在财富管理的广泛领域，拥有丰富的经验，包括退休规划、遗产规划和信托服务、保险方案和慈善捐赠策略。

联系我们

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Initial Discovery

Seamless Onboarding

Personalized Strategies

Proactive Reviews

Lynn – The Gift of Planning

Protecting what matters

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

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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