Understanding
We take the time to understand your needs, dreams and aspirations.
Phone
Office Location
As a Private Banker, my team and I take a comprehensive, client-centered approach to addressing personal banking needs through an extensive array of banking, investment, and credit solutions. Recognizing the demands of busy lives and the complexities of growing wealth, I am dedicated to supporting you and your family through each stage of your financial journey, offering tailored solutions designed to meet your evolving needs.
I work closely with clients to understand their unique financial objectives and collaborate with TD specialists to develop and implement an integrated wealth management strategy. My focus is on delivering personalized financial management to address clients' day-to-day banking and personal lending requirements.
Additionally, I specialize in identifying overlooked financial opportunities and connecting clients with TD Specialists who can offer expertise and guidance on a broad spectrum of services, including investment management, estate planning, trust, and business succession planning. These solutions are customized to align with each client's specific goals and aspirations.
Languages
English
Korean
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We work with you to put your strategy into action.
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.