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Judy Yueh Chun Wang

Senior Investment AdvisorAssociate Portfolio Manager

  • CIM®
  • BSc

Working together to help you achieve what truly matters to you



What we offer

To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you.

As your needs change and evolve over time, we will tailor our services and solutions strategies accordingly. Whether you are building your career or business, or shifting into retirement, we believe that our disciplined planning approach will help make you more confident in your decisions, and more focused on your future.

   
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What to expect

We believe in building long-lasting relationships that evolve as your needs change over time. Whether your needs are straightforward or complex, we are dedicated to delivering tailored, comprehensive strategies by walking clients through our structured and disciplined wealth management process. This wealth management strategies roadmap is what your journey will look like when working with us.

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Clients we work with

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Investment Philosophy:
Provide guidance during uncertain time

Portfolio management begins and ends with a well-defined investment philosophy. Risk management is one of our key strengths and the cornerstone of every wealth strategy. It is how we balance investors desire for capital growth with their fear of capital loss. It is how we harness the best investment practices of pensions, endowments and individuals to provide institutional-grade risk protection and real return portfolios. It is how we aim to meet your needs.

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Integrated wealth services

Getting the appropriate investment advice is a key part of managing wealth.  But it is just one part of a bigger picture.  You may also need to manage ongoing finances, minimize taxes or structure your estate in a tax-efficient manner.

We take an integrated approach, bringing in other TD specialists as required to develop a custom wealth strategy. We assemble as a team in developing the solutions you require, such as:

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What we can achieve together

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Publication

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ADDITIONAL CONTACT

Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

Mandarin, Cantonese, Taiwanese, English

EDUCATION

University of Victoria, BSc

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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.

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