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Senior Private Banker
Your vision of success will be central to how we will work together
Emily Song, Senior Private Banker, has been working in the financial industry since 2007. Emily's prior experience includes TD Retail Banking and TD Direct Investing. Fluent in both Chinese and English, Emily is passionate about providing strong financial advice to clients. She works efficiently, has a strong attention to detail and exerts great empathy for high net worth clients and their families.
Emily strives to solidify the financial success that her clients envision for their future while endeavoring to provide a legendary customer experience. She takes a holistic approach to helping meet her clients’ personal and business financial needs through a wide range of complex banking and credit solutions. She is also supported by a team of TD Specialists, including but not limited to, administrators, investment and estate managers and tax planners. All of these Specialists are available to Emily's clients for their additional wealth planning needs.
Emily holds an undergraduate Finance degree from St. Francis Xavier University and is a proud recipient of an MBA from the University of Prince Edward Island. During her career and her dedication to continuing education, Emily has earned her Professional Financial Planning (PFP) designation.
Away from work, Emily enjoys travelling, outdoor activities. Nothing is more important to her than her time with friends and family.
Toll Free: (877) 496-6806
Branch Office: (902) 314-6805
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry 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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.