Yueh Chun (Judy) Wang

Yueh Chun (Judy) Wang

Associate Portfolio Manager & Senior Investment Advisor 

B.Sc., CIM®

Contact Me

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time.

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.

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.

Judy's Wealth Management (WM) Strategies Roadmap with Clients

A disciplined client journey from discover through ongoing management.

Discover

Face-to-face client discovery meeting

Create

Open Account

  • Determine Investment Policy Statement
  • Present investment proposal


Wealth Planning

  • Determine Advisor & Service Scorecard
  • Determine wealth planning roadmap

Build

Investment Management

  • Invest accordingly


Wealth Planning

  • Meet with suitable TD specialists, if needed, and present & implement WM strategies

Review & Manage

Investment Management

  • Regular phone call review / in-person annual client meeting
  • Manage & rebalance investment portfolio due to major events or fundamental change


Wealth Planning

  • Manage WM roadmap & continuous review of client's Advice & Service Scorecard