Chui Au Family Wealth Management
Enabling you to help you achieve your best
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.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.
Recipients of 5-Star Advisors – Eastern Canada 2023
Our senior investment advisor, Wendy Chui, and investment advisor, Christopher Au, were named 5-Star Advisors in 2023 for their passion, dedication, and commitment.Wealth Professional conducted its annual search for 5-Star Advisors in Canada. The goal was to answer one question: who are the best advisors in Eastern Canada when it comes to acting in their clients’ interests? The WP team undertook a rigorous marketing and survey process, leveraging its connections to thousands of advisors across the country. Investors were asked to nominate their advisors and rate them on five key criteria: communication, portfolio performance, product knowledge, client trust, and customer service.
The most voted-for advisors that received an average score of 4 or higher were named 5-Star Advisors who are recognized based not on AUM but rather the service provided to their clients.
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.
Empower Your Financial Future
Have questions about your financial future? Hear from Wendy and Chris about the importance of updating your will, passing on the family business, and wealth planning.
The Importance of a Wealth Plan
We all have financial questions at one point or another. Are my finances in good shape? Will I have enough money for retirement?
Passing on the Family Business
As a business owner and entrepreneur, you've likely become adept at navigating through the challenges of owning your own business.
The Importance of Updating Your Will
None of us knows how much time we have left. That's why making a plan now is so important.
