TD Bank Private Banking - Ricky Wong

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220 Commerce Valley Drive West
Markham, ON L3T 7M8
+1 (416) 965-6775
http://private-bankers.td.com

Ho Wai Jeffrey Wong, a Senior Private Banker with TD Wealth Private Banking in Markham, ON, offers comprehensive wealth management and financial strategies to affluent business owners, entrepreneurs, professionals, and their families in the Greater Toronto area.
With over 20 years of financial industry experience, Jeffrey collaborates closely with clients to provide tailored banking solutions, lending options, and financial services to meet their complex needs.

Jeffrey's approach involves connecting clients to a range of TD Specialists to offer a complete suite of wealth services, including estate planning, tax business succession planning, investment planning, and trust services. He holds a Bachelor degree in Business Administration and a Personal Financial Planner (PFP) designation, ensuring a high level of expertise in the field.

By understanding each client's unique goals and values, TD Wealth Private Banking aims to deliver personalized wealth management strategies to help clients build their net worth, implement tax-efficient strategies, protect their assets, and prepare for the legacy they wish to leave behind. Working with a team of professionals, clients can expect tailored solutions that align with their financial aspirations and lifestyle.

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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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