Christopher Au
Investment Advisor
CFA®
Working together to help you achieve what truly matters to you
Phone
Office Location
Christopher works closely with clients to address their wealth needs, and is committed to delivering an exceptional client experience that begins with a deep understanding of their unique needs, circumstances and long-term financial objectives.
Christopher has over 10 years of industry experience and began his career in financial services in 2013. Prior to joining TD Wealth Private Investment Advice, Christopher worked at a private institutional asset management firm that managed North American Equity strategies. From there, he joined General Electric’s (GE) Global Financial Management
Program, where he completed four intensive corporate finance assignments across North
America, including financial planning, controllership, operations analysis, and commercial finance.
Christopher graduated with distinction from Concordia University’s John Molson School of Business with a Bachelor of Commerce, majoring in Finance. He later obtained a Graduate Diploma from McGill University as well as the Chartered Financial Analyst (CFA®) designation.
Phone
Fax
(514) 842-5575
Certificates
CFA®
Languages
Cantonese
English
French
Chui Au Family Wealth Management
Taking aspects of your financial landscape into consideration, we will determine your optimal asset allocation and help develop a comprehensive wealth planning anchored by institutional-quality discretionary portfolio management.
Building Net Worth
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs.
Implementing Tax Efficient Strategies
You’ve worked hard to accumulate your wealth and we want to help you make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Protecting What Matters
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
Leaving a Legacy
You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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