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Anthony E. Chow
Anthony brings over 25 years of experience in the financial services industry to the team. He has developed a deep rooted connection with his clients focused on goal-based and legacy planning. With an emphasis on understanding family and work place balance, Anthony incorporates the team's VSI Wealth Plan process to help clients achieve their financial and personal goals.
After completing his undergraduate degree from Simon Fraser University, Anthony embarked on his career in the financial service industry in 1991. During this initial period, he earned his Level II Insurance License from the Insurance Council of British Columbia and he is a Life Insurance Advisor with TD Wealth Insurance Services. He focuses on building customized solutions tailored to each individual’s unique needs and circumstance – balancing investment needs with estate planning needs.
Anthony has incorporated this outlook on a personal level. He wakes up daily at 4:00am and commutes by bicycle from his home in Burnaby. He returned to his old neighborhood 10 years ago to raise his four children along with his wife. By sacrificing a little sleep, he has been able to balance a busy work and family environment while looking after his mental and physical well-being. Spending time traveling with his family and seeing parts of the world has made him appreciate the simple things in life and how fortunate we are to live and work in Vancouver.
Anthony is part of VSI Wealth Management Group.
VSI Wealth Management Group is a dedicated team that is passionate about helping our clients achieve their vision of the future. We specialize in working with a select group of individuals including business owners and professionals who among other things strive for a work optional lifestyle and providing a family legacy. We have developed and refined a process called the VSI Wealth Plan that helps identify our client's unique needs and provides a clear path to help them achieve their goals. Throughout this process we act as your financial quarterback to ensure your wealth management needs are met.
Our goal is to empower you with freedom of choice to live the life that you envision.
To learn more about our team's Philosophy and Approach please see our Introduction Kit and visit our team website by clicking on links below.
VSI Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Making up for lost time with a sound retirement plan
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
After over 25 years in the business, Russell still wakes up every day with passion and purpose. He quarterbacks the planning and execution of his client's VSI Wealth Plans and draws on his tax planning background from his time spent working at a top tier international accounting firm to help his clients achieve the life that they envision. As a portfolio manager, he also oversees the construction and execution of his client's investment strategies.
Russell graduated from the University of British Columbia with a business degree in Finance. He has always had a deep fascination with investments and the stock market and is always learning more each and every day. Russell holds the following designations: Certified Public Accountant (CPA), Certified Financial Planner (CPF), Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager ( CIWM ) which is the highest designation for Integrated Wealth Management Planning from the Canadian Securities Institute. He is also a Life Insurance Advisor through TD Wealth Insurance Services. Russell has been providing financial services to his clients since 1989.
Russell is a fourth generation Vancouverite. His great grandfather came to Vancouver in the late 1800's to help build Canada's national railway. Every Saturday morning, Russell enjoys playing ball hockey with his old high school and university friends and he stays fit by visiting his trainer twice a week. Russell periodically still enjoys playing the keyboard with his old band and enjoys new experiences and travelling with his wife and teenage daughter.
Bodhi joined the group in 2013 and provides client service, administrative and marketing support for the team. She brings 18 years of experience in the financial industry, previously working as a Sales Assistant at BMO Nesbitt Burns. Bodhi has completed the Business Finance and Investment Management Program at Langara College in Vancouver.
Bodhi grew up in Vancouver and enjoys travelling, discovering new restaurants and staying active. When not at work, she relishes her family time with her husband and son.
Angela joined the team in 2014 and provides client service and administrative support for the team. Angela has 15 years of experience in the financial industry, first at Yorkton Securities Inc. and most recently at RBC Dominion Securities where she spent 9 years working with a full discretionary team.
Angela was born in Hong Kong and moved to Vancouver in 1989. She enjoys fitness and yoga, and also loves good food. In her spare time she loves taking long walks with her husband, watching movies and spending quality time with good friends. Angela is fluent in Cantonese.
May joined the VSI Wealth Management Group in 2018 providing client service and administrative support to our clients and the team. After graduating from Simon Fraser University, she has worked in different roles at two well-known Canadian investment management companies for 13 years.
May was born in Taiwan and came to Vancouver in 1996. She is fluent in Mandarin. When not in the office, she enjoys the company of friends with good food and wine. In the wintertime, she also loves hitting the slopes to enjoy fresh powder snow.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Nairika Varza
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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