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Channing combines his business and financial experience to advise high-net-worth business owners, professionals, and retirees on their financial planning and investment needs. As an investment advisor, he works with your other trusted advisors to fully integrate your wealth, estate, taxation and succession plans. Through his distinctive discovery process, Channing will gain a thorough understanding of your immediate financial goals, as well as your long-term aspirations. The result is a personalized wealth strategy, custom-tailored to reflect your unique circumstances. He can also engage additional TD Specialists to assist you with a wide range of products and services that may be required over time.
Channing's team is located in Coquitlam and serve clients in the Tri-City region in English, Mandarin, and Cantonese. Please contact Channing to set up a preliminary discovery meeting.
Toll Free: (855) 732-0045
Fax: (604) 927-5870
Branch Office: (604) 927-5868
Branch Fax: (604) 927-5870
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.
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