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Chui Au Family Wealth Management

Working together to help you achieve what truly matters to you

LANGUAGE: 
English, French, Chinese (Mandarin, Cantonese, Shanghainese)
 
Chui Au 家族财富管理办公室  
中文服务请拨打:514-842-0966


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Enabling you to help you achieve your best 
助您实现财富愿景

Our strategic approach to wealth management is designed to ensure that the entirety of your financial life is working together intelligently to help meet your immediate needs and your evolving goals.
Chui Au 家族财富管理办公室为高净值及超高净值个人及家族客户提供金融领域尊享服务。根据您人生不同阶段的个性化的需求,量身定做解决方案,为您的财富增长及资产传承保驾护航.

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.
考虑到您财务状况的各个方面,我们将确定您的最佳资产分配,并帮助制定以机构投资质量为标准的,以托管投资组合为基础的全面财富计划。

But that’s just the beginning
我们的服务并不止步于此

Together with an industry-leading team of TD Specialists, we will work to help ensure your complete wealth needs are taken care of, from Estate Planning to Philanthropic Giving to Private Banking, and beyond. And as our relationship deepens, we will continue to work hand in hand with you and your family to deliver the actionable insights that can differentiate your future — and create a legacy for generations to come.
从税务,保险,遗嘱撰写,传承规划到慈善捐赠,家族信托,基金会管理,再到私人银行,我们将与行业领先的TD专家团队一起竭诚为您的家族提供多方位财富服务。 作为您家族全方位的财富管家,随着关系的加深,我们将继续与您和家人携手合作,提供切实可行的传承方案,遗泽后世。

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Making a difference in our clients' lives

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*As of February 8th, 2019. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.


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A smarter wealth management model

Experience has shown us that there is no substitute for time spent with clients. The significant time we invest in you helps to ensure that your wealth is working for you from all angles as you build and strengthen your family legacy, one strategic move at a time.

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* Some of the services listed above are provided in collaboration with TD Specialists.


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Chui Au Family Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Where to find growth opportunities in sustainable investing

Interest in sustainable investing is at an all-time high. And as governments take steps to address climate change, opportunities are being created for investors. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about some emerging trends to focus on.

5 reasons to get your Will done

The fees involved in writing your Will may be an obstacle to getting it done. However, you may be surprised to learn that dying without a Will could cost your estate even more in legal fees and missed opportunities. November is Make a Will month for many Canadians and Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, on how a Will can actually save you money in the long run.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - June 2021

With vaccination rates rising and case counts falling, investors can finally see a clearing up ahead — the proverbial light at the end of the tunnel.

UN’s dire warning on climate change. What are the implications for investors?

A landmark U.N. report delivers its starkest warning yet on climate change, calling it a “code red for humanity”. Anthony Okolie talks with Priti Shokeen, Head of ESG Research and Engagement, TD Asset Management, about the opportunities and risks for investors.

Ask MoneyTalk: How can I protect myself when lending money to my kids?

Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
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