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Julie Kwan is a Private Banking Associate providing customized financial solutions to high net worth individuals and their families. Julie is focused on gaining a deep understanding of her clients' needs and works with a team of specialists to help design comprehensive and customized wealth management plans. She strives to offer her clients value through a variety of integrated offerings. She is passionate about providing solutions to complex banking needs and will work with you towards achieving your goals and dreams.
With over 20 years experience at TD, she is focused on providing clients with convenience, flexibility and trusted advice. Over the course of her career, she has gained experience in the areas of complex lending, day to day banking, estates and trust, investments and financial planning.
Julie has a Bachelor of Commerce degree, Major in Finance, and has completed the Canadian Securities Course (CSC), as well as the Professional Financial Planning (PFP) designation. She is fluent in English, French and conversational Chinese.
Branch Office: (905) 331-2532
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.