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Ho Wai Jeffrey Wong

Working together to help you achieve what truly matters to you

As a Senior Private Banker with TD Wealth Private Banking, Jeffrey will provide comprehensive wealth management and financial strategies to affluent assets business owners, entrepreneurs, professionals and their families in Greater Toronto area.
 
To meet each client's specific needs, Jeffrey works closely with his clients to ensure responsive services, and provide sophisticated banking, short and long term lending solutions and financial solutions for clients with often complex banking and credit needs. Meanwhile, Jeffrey intently connects to other TD Specialists from across TD to provide his clients with a complete range of wealth services and solutions – including estate planning, tax business succession planning, investment planning and trust.

Prior joining to TD Wealth Private Banking, Jeffrey has more than 20 years of experience in financial industry and held a position as the Branch manager of a TD Canada Trust location, which helped him with an ideal foundation for meeting his clients' unique and varied financial goals. 

Jeffrey holds a Bachelor degree in Business Administration and earned a Personal Financial Planner (PFP) designation. He is an active participant in the communities of Toronto, Markham, Richmond Hill and Vaughan.

ADDITIONAL CONTACT

Branch Office: (905) 707-6757

LANGUAGES

Mandarin, Cantonese, English

Additional Information

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

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You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

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Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Meet The Team

We're redefining private wealth management.

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.

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