Skip to main content

Roy Ma

Wealth Advisor

  • CFA®

"Wealth management that evolves as your needs, priorities and circumstances change over time"

I am a TD Wealth Advisor who has accumulated a vast level of experience and knowledge that will assist me to help you with your wealth needs. I am a graduate of the Haskayne School of Business Finance program at the University of Calgary. I have been a Chartered Financial Analyst (CFA) charterholder since 2002. My professional career started in corporate and commercial banking where I advised senior executives of leading public and private companies on their corporate debt needs for 14 years. I then became an Equity Research Analyst where I researched, analyzed and published my opinions about Canadian oil and gas equities and I advised institutional and high net worth clients on their energy investments and portfolios for over a decade. I became an entrepreneur for several years as the Chief Financial Officer of a start-up oil and gas technology company. I joined TD Wealth in January 2017.


My mission is to leverage my experience and deep level of understanding of the world of corporate finance and institutional investments management to improve the experience of wealth management for my clients and help them to achieve their wealth goals. I have experience with wealth creation and protection through different economic cycles; therefore, I have a deep appreciation and understanding of my clients' wealth needs, objectives and motivations. I strive to get to know each of my clients as deeply as possible to discover and understand their unique needs and situations. As a CFA charterholder, I have to be free of conflicts in providing my recommendations. I abide by the strictest of ethical standards on how I conduct my practice.


I am a father of two children, a teenage daughter and a son who is in his pre-teens. I enjoy coaching them in different youth sports. I live and practice a fitness for life lifestyle.


Branch Office: (403) 503-4800


Cantonese, Chinese, English


Youth Sports Coach

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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.


    You have questions, I have answers. Let's have a quick chat.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - Half Full, Half Empty

    Managing expectations in a post-stimulus environment

    Federal Budget 2019

    Putting the Middle Class in Focus

    Money Talk Life - Giving it your all and then some

    If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

    Do you know someone who would benefit from my services?