Ambrose Wong
Financial Planner
CFP®
Working together to achieve the financial goals that matter to you most
Phone
Office Location
As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way.
In my role, I focus on four key areas:
- Build net worth – Identifying investment solutions that align to my clients’ evolving needs.
- Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
- Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
- Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
Certificates
CFP®
Languages
Cantonese
English
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
WAAC Perspectives
A monthly update of the outlook from WAAC including the strategic and dynamic asset-class weights by investor profile as determined by the Wealth Investment Policy Committee.
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.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can a 60-year-old manager afford an unplanned early retirement?
Article
Can a 60-year-old manager afford an unplanned early retirement?
John is suddenly laid off. Should he find work for another five years, or retire now?
Joyspan: Why a life well-lived could matter more than a long one
Article
Joyspan: Why a life well-lived could matter more than a long one
Gerontologist Dr. Kerry Burnight spoke with MoneyTalk to explain why joy, purpose and connection may matter more than genetics when it comes to aging well.
Urban heirs, rural assets: How to inherit the farm successfully
Article
Urban heirs, rural assets: How to inherit the farm successfully
Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations.