Raymond Hu
Investment Advisor
CFA®
Working together to help you achieve what truly matters to you
Phone
Office Location
TD Wealth Private Investment Advice is a premier full-service brokerage ideal for investors who want a one-on-one relationship with a dedicated and professional Investment Advisor. You will receive comprehensive and personalized investment advice while staying involved in the key decisions about your portfolio.
We build strong relationships by listening to your needs, sharing information, recommending investment opportunities and maintaining ongoing contact. All this ensures that your investment strategy remains flexible enough to move with you through each stage of your life.
Helping you develop and manage your investment portfolio is just the beginning of what we offer. By collaborating with TD specialists, we can call on all the resources needed to help you develop fully integrated wealth management solutions. This can encompass retirement planning, estate planning, tax management, and many other key areas of your financial future.
I hold a bachelor's degree from one of the top Chinese universities, Fudan University, and an MBA degree from one of the top Canadian universities, University of Toronto.
I came from Shanghai, China. For several years, I was running my own chemicals manufacturing company after working for a German Chemicals firm for a while. Later on, I was also involved in the real estate properties development and international trading business. I came to Canada in 2007 to pursue my MBA and started working for TD right after. Prior to TD Wealth, I worked at TD Securities with a focus on risk management of global equity derivatives and fixed income products.
I hold the Chartered Financial Analyst (CFA), and Financial Risk Manager (FRM) designations.
What I believe
No plan is a plan to fail.
Investment is simple, but not easy.
Price is what you pay, value is what you get. (Warren Buffett)
We make a living by what we get, but we make a life by what we give. (Winston Churchill)
Phone
Fax
(905) 707-2049
Certificates
CFA®
Your Goals, Our Priorities
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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
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.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
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
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.
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