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.