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 a unique approach to understanding 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. For more information, click on the image below.
With over 19 years of financial services experience, Xiaorong is actively focused on providing comprehensive financial management and solutions to high net worth individuals and families, estates & trusts, and charitable and business organizations.
She has demonstrated a commitment to continuous education and has earned the professional designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Estate Advisor (CEA) and Certified International Wealth Manager (CIWM). In addition Xiaorong has a degree from the Shanghai Teacher's University.
A resident of Toronto, Xiaorong is a member of the Financial Planners Standards Council and is an experienced financial services professional who will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.