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Julie Kwan

Private Banking Associate

Working together to help you achieve what truly matters to you

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. 

ADDITIONAL CONTACT

Branch Office: (905) 331-2532

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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