AlTi Global, Inc

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Chi Mak is a Relationship Manager at TD Bank in Brooklyn, NY, specializing in a wide array of financial services including mortgages, investment management, and financial planning. With a degree in Finance from Pace University, Chi Mak is equipped to assist clients in achieving their personal and commercial financial goals. TD Wealth, where Chi Mak operates, offers tailored investment solutions ranging from automated investing to private wealth management, ensuring that clients receive guidance suited to their unique financial situations. The firm emphasizes a comprehensive approach to wealth growth and preservation, catering to both individual and business owner needs. Generated from the website

Bernard Herrera is a Private Client Relationship Manager at TD Wealth, specializing in comprehensive financial solutions for high-net-worth individuals. He collaborates closely with clients to assess their needs and develop tailored strategies that leverage the resources of TD Wealth and TD Bank. With a background at Citigroup and holding multiple FINRA registrations, Herrera offers a wide range of services including private banking, investment management, and estate planning. His approach focuses on building extensive relationships and assembling specialized teams to meet the diverse needs of each client. Generated from the website