Jeffrey Wong, banquier privé,Markham, ON

Phone

Office

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

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.

Languages

Mandarin

Cantonese

English

Dedicated To Helping You Achieve Your Vision Of Success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - 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 achieve that vision.

Implementing tax-efficient strategies - 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 help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - 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.

Preparing for the legacy you want to leave - 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 wealth to those who matter most to you.

A Distinct Discovery

Anchored in a deep understanding of you

To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.

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.

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