Anne Hu

Anne Hu

Senior Investment Advisor

CFP®

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(416) 491-2909

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

Anne is a trusted investment advisor with over 20 years of experience in the industry. At the heart of Anne's practice is a deep commitment to building strong and lasting relationships with each client. She believes that trust, understanding, and communication are essential to providing personalized advice that meets clients' needs and goals. Whether it's helping clients navigate market volatility or educating them on financial strategies, Anne is dedicated to empowering her clients to make informed investment decisions.

Anne's approach to investing is rooted in a disciplined and comprehensive process that takes into account each client's risk tolerance, financial goals, and long-term aspirations. She works closely with clients to create a customized investment plan that is tailored to their specific needs, preferences, and circumstances. This includes not only investment advice and portfolio management, but also financial and estate planning strategies, insurance solutions, and legacy creation, engaging TD specialists where needed.

Anne holds the Certified Financial Planner designation. She is also Life Insurance licensed through TD Wealth Insurance Services. She also collaborates with other TD specialists and professionals to provide clients with access to specialized advice on different aspects of their financial and wealth planning needs. This collaborative approach will benefit clients to receive a holistic and comprehensive approach to wealth accumulation and asset management.

Whether you are seeking to build and grow your wealth, plan for retirement, or create a legacy for future generations, Anne will provide the guidance and support you need to achieve your financial goals.

Certificates

CFP®

Languages

Cantonese

Mandarin

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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

Empowering Polly to achieve financial success

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

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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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Article

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

Article

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.

Article

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

Read the latest from our Wealth Investment Office

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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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