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Yvonne Leung

Senior Private Banker

  • PFP®

Working together to help you achieve what truly matters to you

As a Senior Private Banker, I work with high-net-worth individuals, business owners, executives and their families who are looking for a high level of attention and a long-term relationship for their wealth and banking needs. At TD Wealth, we have a professional team, which includes Private Trust, Private Investment  Advice, Private Investment Counsel and the High Net Worth Planning team, to help our high net worth clients. Being a trusted team player on the advisory team for the portfolio, I have to ensure all clients receive the complete and high-level on-boarding experience.

I have a Bachelor of Arts degree from the University of British Columbia, as well as the Personal Financial Planner (PFP) designation and the Certificate in Retirement Strategy.

I joined TD in 2000. Pervious to my current role, I was a Financial Planner, Mobile Mortgage Specialist and held various roles within TD Bank Group.

LANGUAGES

Cantonese, English, Mandarin

Meet The Team

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.

Responsible investing on the rise: Doing well while doing good

Responsible investing isn't just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

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