Eugene Wong
Senior Investment Advisor and Senior Portfolio Manager @TD
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WORK HISTORY
Senior Investment Advisor and Senior Portfolio Manager @TD
CA
Member of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice in Calgary. Please Visit team website to learn more: https://advisors.td.com/legacywealthadvisorygroup/
EDUCATION
Canadian Securities Institute
Chartered Investment Manager
University of Alberta
Bachelor of Commerce, Finance
Canadian Securities Institute
Certified Financial Planner
SKILLS
ABOUT EUGENE WONG
As a Portfolio Manager, Investment Advisor, and Senior Vice President of the Legacy Wealth Advisory Group at TD Wealth Private Investment Advice, I am privileged to lead a team of financial experts who are passionate in providing comprehensive wealth management advice and solutions for individuals, business owners and their families. We deliver a customized wealth plan for each household’s unique situation. With their customized financial plan, our clients are able to focus on other areas of their personal lives with greater security. Our commitment is to help our families maneuver through their financial stages of life with comfort and peace of mind. Our clients have told us that they value our expertise in the areas of investment, estate, retirement, business succession and tax planning. We work closely with accountants, lawyers, and bankers to ensure our families receive expert advice on areas that are important to them.I have been committed to working with families since 1998 with TD Wealth and obtained my CFP (Certified Financial Planner) designation in 2003. Outside of work, my wife and I enjoy spending time with our 3 young children at their swimming, hockey and dance classes. We absolutely love great outdoors that Calgary and surrounding area has to offer.Visit my website to learn more about me: advisors.td.com/eugene.wongDisclaimer:Information provided is intended for Canadian residents and does not constitute advice. All insurance products and services are offered by life licensed agents of TD Waterhouse Insurance Services Inc, a member of TD Bank Group. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice; a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank
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