Peggy Hsu
Senior Financial Planner
BA
CFP®
Building your financial future – together
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With over 20 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
BA
CFP®
Languages
English
Mandarin
I believe that financial success begins with a solid plan. Let's build a strong financial future and turn your goals into reality.
Get in touch today to start your journey toward financial success.
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Healthcare Practitioners
As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
MoneyTalk遗产规划清单
遗产规划可能看起来很复杂，但事实无需一定如此。在建立一个和谐协调的遗产计划时，您需考虑这5个关键领域。
Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
关于我们
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。
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Bare trusts: What the 2026 reporting rules could mean for you
Article
Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
Article
Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
Article
What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.