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I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping them to achieve their personal and family financial goals. Before taking on the Financial Planner role, I was in various positions in Banking and Wealth Management field across China, Singapore and Canada for 12 years.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals ,I look forward to exploring investment solutions with you as we work together towards your unique financial goals.
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.
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