Wei Gong
Phone
Office Location
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.
BA
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
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.

WIO: Portfolio Strategy Quarterly Q3 2025
The risks we see coming yet do nothing to avoid (the so-called “Grey Rhinos”) and this headline-driven market often mask the truth about economic conditions, which over the long term underpins financial markets. There’s no doubt we live in turbulent times. We will dig deep with the best of our thinking to take advantage of opportunities and manage risks with a well-diversified, contemporary investment portfolio built and managed around a thoughtful wealth plan. Read on.

Market Perspectives: AI Eats the World - Themes for 2025
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
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
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。
TD Wealth Financial Planning
Lynn – The Gift of Planning
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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
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A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.
How a family trust can benefit a family business
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Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.
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Dollar based investing: The power of partial shares
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