Hilary Chan
Senior Investment Advisor
C.F.P.
CIM®
FCSI®
Committed to understanding your needs and helping you achieve your vision of success
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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.Certificates
C.F.P.
CIM®
FCSI®
Languages
Cantonese
English
Education
University of Alberta
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Your Goals, Our Priorities
We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
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Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
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Health-care costs?
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Health-care costs?
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