Michael Chou

Michael Chou

Senior Investment Advisor

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(604) 654-3989

Office Location

4660 Kingsway Suite 300 Burnaby, BC V5H 4L9. map

As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.

Certificates

CFP®

Languages

English

Chinese

Your Goals, Our Priorities




We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning
*Some services offered in collaboration with TD specialists

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Wealth-building Strategies for now and the years ahead

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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How the U.S. election may play out and what it means for markets

As the U.S. election draws closer, investors will be focused on the potential outcomes and what it could mean for markets. MoneyTalk’s Greg Bonnell discusses with Kevin Hebner, Global Investment Strategist with TD Epoch.

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As interest rates decline, is now the time to consider dividend stocks?

Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?

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When do you have to pay capital gains tax on gifts?

Planning on leaving a large gift to your children or grandchildren? If it includes property or securities, there may be tax implications to keep in mind. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what Canadians should know and ways you may be able to reduce the tax impact.