VSI Wealth Management Group
VSI Wealth Management Group
"Freedom of Choice - To Create The Life You Envision"
The VSI Wealth Management Group is led by Russell Chew and Anthony Chow who both started their careers in financial services in 1989 and moved together to TD Wealth Private Investment Advice at the end of 1996.
Our team acts as the personal CFO for a select group of successful business owners and professionals who among other things, strive for both a work optional lifestyle and ensuring their family legacy. We have developed and refined a process called the VSI Wealth Plan that helps to identify our client's unique needs and provides a clear path to help them achieve their goals. Our goal is to empower our clients to have freedom of choice and to live the life that they envision.
Our team acts as the personal CFO for a select group of successful business owners and professionals who among other things, strive for both a work optional lifestyle and ensuring their family legacy. We have developed and refined a process called the VSI Wealth Plan that helps to identify our client's unique needs and provides a clear path to help them achieve their goals. Our goal is to empower our clients to have freedom of choice and to live the life that they envision.
Our collaboration with you
We will...
- Treat you with the utmost respect and professionalism.
- Discuss and update your current financial information with you on a regular basis.
- Meet with you regularly to review and update your VSI Wealth Planning Binder.
- Explain our recommendations in straight-forward language.
- Keep you updated via your preferred method of communication whether by email, mail, or phone.
- Act as the quarterback to your VSI Wealth Plan to coordinate the efforts of any other professionals you work with, as well as TD specialists.
- Strive to give you the full confidence that we understand your unique needs and circumstances.
- Strive to give you a full understanding of what strategies we recommend for your wealth to achieve your goals.
- Strive to work with you to implement these strategies as your life unfolds and your needs evolve.