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Hilary Chan

Senior Investment Advisor

  • C.F.P.
  • CIM®
  • FCSI®

Committed to understanding your needs and helping you achieve your vision of success

About Hilary 

Hilary joined TD in May 2000, starting out as an Investment Representative with TD Direct Investing (formerly, TD Waterhouse Discount Brokerage) before moving to TD Wealth Financial Planning in 2003 as a Financial Planner. In 2021, Hilary joined TD Wealth Private Investment Advice as a Senior Investment Advisor to assist affluent individuals and families to achieve their lifetime goals by creating customized investment portfolios that help preserve and create wealth. 

Hilary's goal is to create long term meaningful relationships with his clients, and be with them every step of the way. Hilary currently holds the Certified Financial Planner (CFP®), Fellow of Canadian Securities Institute (FCSI®), and Chartered Investment Manager (CIM®) designations.

In his spare time Hilary enjoy playing soccer and is also a hockey fan. He hopes to witness the Oilers win another Stanley Cup one day! 

Hilary is happily married to his wife Cathy and have two energetic kids, Chloe and Hadrian, who keep them moving at all times.

Discovering and planning for what truly matters to you

Hilary provides comprehensive wealth and investment management solutions to a select group of personal and institutional clients. At TD Wealth Private Investment Advice Hilary collaborates with other TD specialists who have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs, to provide the comprehensive range of expertise that you may need. 



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ADDITIONAL CONTACT

Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

LANGUAGES

Cantonese, English

EDUCATION

University of Alberta

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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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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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