Wendy Chui

Wendy Chui
Wendy Chui

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(514) 842-3670

Office Location

1350 René-Lévesque Ouest 8ieme étage Montréal, QC H3G 1T4. map

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For over 30 years, Wendy has helped individuals and families achieve their financial objectives by developing goal-oriented, integrated wealth management strategies. She earned her Financial Management Advisor (FMA) designation in 2005, and has been an Investment Advisor with TD Wealth Private Investment Advice since 1994. Prior to joining TD Wealth she headed up Asian Private Banking at the Bank of Montreal, and before that she was a professional currency trader.

Wendy graduated from the University of Guelph with majors in Economics and Business
Management. Wendy is passionate about educating girls and women about finance. In
addition to the many events she hosts focusing on financial literacy, she also sponsors girls’ education in the developing world, and currently serves on the Boards of a private school and The Giving Foundation.

When she is not working or volunteering, Wendy pursues her love for cooking, fine food, travel and reading.

Wendy was born in Shanghai, grew up in Hong Kong and immigrated to Canada in 1979.

Phone

Toll Free

(800) 842-6685

Fax

(514) 842-5575

Branch Phone

(514) 289-8400

Branch Fax

(514) 289-0032

Languages

Mandarin

Cantonese

English

Shanghainese

Languages

English, French, Chinese (Mandarin, Cantonese, Shanghainese)

Chui Au Family Wealth Management

Chui Au Family Wealth Management
Our strategic approach to wealth management is designed to ensure that the entirety of your financial life is working together intelligently to help meet your immediate needs and your evolving goals.

Taking aspects of your financial landscape into consideration, we will determine your optimal asset allocation and help develop a comprehensive wealth planning anchored by institutional-quality discretionary portfolio management.

Building Net Worth

We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs.

Implementing Tax Efficient Strategies

You’ve worked hard to accumulate your wealth and we want to help you make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

Protecting What Matters

Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.

Leaving a Legacy

You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Events

See Photos of our 2022 Women's Event Below

Market Commentary

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Money Talk

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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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