Manson Wong

Background

About Manson Wong

Ambitious and results-driven, I’ve built my career in finance through TD Canada Trust, where I’ve developed a passion for both personal lending and investment advisory. From helping clients consolidate high-interest debt using creative balance transfer strategies to structuring complex credit applications for self-employed individuals, I strive to make banking both approachable and effective. In my most recent role as a Personal Banking Associate, I achieved a personal growth score of.% in just four months. Previously, I earned an individual scorecard of.% as a Customer Experience Associate, far exceeding branch expectations. I take pride in using data-driven thinking, strategic product knowledge, and customer empathy to deliver both performance and personalized value: • Generated $500K+ in new unsecured lending, including credit cards, consolidation loans, and credit lines • Became the go-to partner for complex credit structuring, especially for self-employed or corporate-income clients • Referred and collaborated with TD One Partners (e.g, Financial Planners, Mortgage Specialists, Private Bankers) to build multi-pronged financial strategies • Created and used a custom Excel credit modelling tool to structure optimal balance transfer and consolidation plans for clients I achieved an Honours Bachelor of Science in Financial Mathematics and minors in Economics and Computer Science at Wilfrid Laurier University. Most recently, I've passed the CFA Level 1 in April 2025 and passed the CSC in July. I'm super excited to be able to talk about investments now when I'm with my clients. I love connecting with people, be it through questions, conversations, or saying hi. Please message me on LinkedIn!