Rubia Zhai

Rubia Zhai
Rubia Zhai

Senior Investment Advisor

BBA

CIM®

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(604) 541-4865

Mobile

(778) 991-5831

Office Location

15388 24th Avenue Suite 208 Surrey, BC V4A 2J2. map

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Rubia provides comprehensive Investment and Wealth Planning solutions to High Net worth Individuals and business owners. She is focused on discovering what truly matters to her clients to help them achieve their goals by using a disciplined approach to investment management , and creating solid wealth plans with a focus on tax and estate analysis.

With strong analytical skills, her specialized investment knowledge allows her to develop suitable portfolios, monitor economic and market trends, review individual portfolios and make the necessary adjustments to help ensure clients can achieve their goals for the long term.

Outside of the office Rubia loves to travel and listen to a diverse selection of music.

Certificates

BBA

CIM®

Languages

English

Mandarin

Cantonese

Education

Simon Fraser University

Community Involvement

Richmond Chamber of Commerce

Wealth management advice & wealth planning solutions based on your unique goals

Our Investment Management Services are tailored to your specific needs

At TD, we believe that each client's need are truly unique. TD Wealth Private Investment Advice Combines the firm's best thinking with access to a broad set of investment solutions. Managing considerable wealth can be complicated. Using our distinct approach, we seek to view your life through your eyes.

With a deep understanding of your priorities and values, we then build a strategy rooted in your goals and stay in tune with your needs. We believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.