Hilary Chan, Conseiller en placement,Edmonton, AB

Phone

Office

Office Location

10088 - 102nd Ave., Suite 2400 Edmonton, AB T5J 2Z1. map

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

About Hilary

Discovering and planning for what truly matters to you

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.