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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
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 a knowledgeable and experienced 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。
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.
* Some of the services listed above are provided in collaboration with TD Specialists.
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.
For over 30 years, Wendy has helped individuals and families achieve their financial objectives by developing goal-oriented, integrated wealth management strategies. She earned her Financial Management Advisor (FMA) designation in 2005, and has been an Investment Advisor with TD Wealth Private Investment Advice since 1994. Wendy has won the TD Wealth President’s Club1Award three times (2004, 2006, 2010), and has received the TD Merit Award212 times (2005, 2007-2009, 2011-2018). Both are distinctions reserved for top performing investment advisors. Prior to joining TD Wealth she headed up Asian Private Banking at the Bank of Montreal, and before that she was a professional currency trader.
Wendy is passionate about educating girls and women about finance. In addition to the many events she hosts focusing on financial literacy, she also sponsors girls’ education in the developing world, and currently serves on the Boards of a private school and The Giving Foundation.
1President's Club is awarded to those who meet or exceed business financial goals as well as maintain a high level of professional business conduct throughout the year and consistently demonstrate integrity and the highest ethical standards.
2Merit rewards employees who meet and exceed the business unit's criteria, consistently delivering legendary experiences.
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 began his career working at a private institutional asset management firm that specialized in managing North American Equity strategies. From there, he joined General Electric’s highly regarded GE Financial Management Program (FMP), where he completed four intensive corporate finance assignments across Canada, including financial planning, operations analysis, and commercial finance. Christopher holds a Graduate Diploma in Accounting from McGill University and a Bachelor of Commerce in Finance (distinction) from Concordia University John Molson School of Business. He is currently working toward his Chartered Financial Analyst (CFA®) designation.
Cathy developed the core of her professional experience during her 14 years at TD, where she held roles in Banking and Direct Investing. Cathy returned to TD and joined the Chui Au Family Wealth Management as a Client Relationship Associate in 2018 after a few years as Wealth Associate Advisor at RBC Dominion Securities. She has extensive experience working with high-net-worth families, drawing on her deep investment knowledge.
Cathy holds a Bachelor of Arts in Economics from Concordia University and holds a Certificate of Advanced Investment Advice from Canadian Securities Institute. She is currently working towards her Chartered Investment Manager (CIM) designation.
Cathy spends her free time pursuing her love for baking, reading, hiking and trail running.
Si began her career in compliance as a Sanctions Officer at the Bank of Montreal. In 2014, she joined the Canadian high end jewlery retailer Birks Group as the Assistant Compliance Officer and Payment Operation Manager. During her time at Birks, Si gained extensive knowledge and experience in the luxury retail industry, specializing in high-net-worth (HNW) and ultra-high-net-worth (UNHW) Asian clientele. Si joined Chui Au Family Wealth Management group in early 2020. Leveraging her prior experience, Si's focus is on business development in the Asian HNW and UNHW market.
Si graduated from Concordia University John Molson School of Business with a Bachelor of Commerce in Accounting and Marketing. In addition, she completed 3 intensive gemology courses and finished the Administrative de la relève (ADR) program from the College of Corporate Directors (CAS) of Laval University.
Si enjoys public speaking and she enjoys spending her free time pursuing her love for fashion and poetry.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
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.
François Desmarais
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.
Andrea Araujo
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.
Kevin Quach
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.
Patrick Absi
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.
Francine Hamelin
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
advisors.td.com/chuiaufamilywealthmanagement
U.S. economy: Signs of resilience help to ease recession worries
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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