Judy Yueh Chun Wang
Phone
Office Location
As the daughter of a father from a military family and an entrepreneurial mother from a multi-generational business family, (Yueh Chun) Judy's distinctive family background has played a strong role in defining her character, values and beliefs. These include self-discipline, creativity, trust and most importantly, putting her clients first! These values and upbringing have helped Judy build an excellent reputation and background in the Wealth Management industry.
Since 2008, Judy has enjoyed a career in wealth management and thrives on helping clients with investment and financial decisions. She decided to pursue a professional career as an Investment Advisor after seeing many families, both affluent and of modest wealth, struggle with complicated financial challenges and a lack of knowledge with which to address them. Prior to joining TD Wealth Private Investment Advice, Judy spent many years at RBC Dominion Securities within their International Division.
With her many years of experience working with domestic and international affluent clients, Judy has built many connections in North America and the Asia Pacific. Judy recognizes that, despite cultural differences, clients have similar end goals in terms of their financial well-being but seek tailored solutions from their advisor. With her "client goals-based philosophy" as her focus, Judy has built a successful business model by understanding her client's needs and delivering a strong wealth management discipline. This helps to build and protect client's wealth while maintaining maximum tax efficiency.
Judy has also developed strong working relationships with other like-minded professionals dedicated to providing the most comprehensive solutions for her client’s needs. Judy and her team are capable of servicing clients speaking English, Mandarin, Cantonese and Taiwanese.
Judy holds the Chartered Investment Manager (CIM®) designation, a Bachelor of Science degree (Applied Economic), Minor in Business with Finance Option, and is a licensed Life Insurance Advisor with TD Wealth Insurance Services. She is constantly completing wealth management courses to keep pace with industry trends and professional development.
Judy is an avid traveler and enjoys exploring the world and immersing herself in different cultures with her husband Frank. When they are in Vancouver, they enjoy spending time working on their home and exploring the beautiful city.
Phone
Fax
(604) 482-5183
Certificates
B.Sc.
CIM®
Languages
Mandarin
Cantonese
Taiwanese
English
Education
University of Victoria, BSc
Learn about me
[Simplified Chinese | Traditional Chinese]
What we offer
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.
What to expect
Our Wealth Management Strategies Roadmap
[Traditional Chinese | Simplified Chinese]