Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CPA, CA
CFP®
CIM®
Russell J. Chew
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: Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP®), Chartered 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.
Associate Investment Advisor
Associate Investment Advisor
Bodhi has been with the team since 2013 and is committed to delivering a legendary client experience and building relationships with trust and confidence. Bodhi provides dedicated business and relationship management support and assists with the discovery and planning process to create custom tailored wealth plans based on our clients' unique goals and needs.
Bodhi brings over 20 years of experience in the financial industry to the team previously working as Sales Assistant at another major Canadian investment firm. Her credentials also include completion of the Business Finance and Investment Management Program at Langara College in Vancouver.
Bodhi grew up in Vancouver and enjoys travelling, skiing, discovering new restaurants and staying active. When not at work, she relishes her family time with her husband and son Zachary.
Administrative Associate
Administrative Associate
Suzi recently joined the team in 2024 and focuses on providing high level administrative support. She assists with account administration and day to day client inquiries or issues.
Suzi grew up in Ontario and graduated from the University of Windsor, majoring in Business Administration. She previously worked at TD as a Retail Investment Specialist supporting two TD bank branches in Burnaby.
In her free time, Suzi loves to spend time with her 2-year-old son Max and her dog Eggie.
Administrative Associate
Administrative Associate
Cathy joined the team in 2024 and provides dedicated administrative and specialized support. She assists with account administration to support our clients.
Cathy grew up in Vancouver and has been with TD for over 5 years now. She previously worked at the branch as a Personal Banking Associate supporting clients with their everyday banking needs before joining TD Wealth in 2022.
In addition to English, she speaks Mandarin, Cantonese, and Korean, and she hopes to keep adding more to the list.
When she's not watching movies or creating websites, she enjoys discovering new hiking trails in the summer and snowboarding in the winter.
Additional TD Specialists
Estate Planning Advisor
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.
.jpg)
Tax and Estate Planner
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.
.jpg)
Tax and Estate Planner
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.
High Net Worth Planner
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.
Estate Planning Advisor
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.
