Wendy Chui
Senior Investment Advisor
Working together to help you achieve what truly matters to you
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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
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(514) 842-5575
Languages
Mandarin
Cantonese
English
Shanghainese
Chui Au Family Wealth Management
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.
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