Mark Chau, Investment Advisor,Pointe Claire, QC

Phone

Office

Office Location

6500 Trans-Canada Suite 200 Pointe Claire, QC H9R 0A5. map

Mark-Henry has built his career in the financial services industry over the past 15 years. He is an avid golfer and is committed to an active lifestyle.

When he is not at work or on the golf course, he devotes his time to philanthropy and community service. He is a past president and current fundraising chair for the Rotary Club of Old Montreal. For his dedication to the community, he was chosen as a finalist in 2021 by Wealth Professional Canada for the award for "philanthropy and community service".

Mark-Henry graduated from the John Molson School of Business with distinction. He made the Dean's list through 2006-2008. He also holds the Chartered Investment Manager designation.

As an Associate Portfolio Manager and Senior Investment Advisor, he helps families, individuals, and organizations manage through life's many important milestones and unexpected situations, striving to bring security and prosperity to people's lives. His goal is to act as your chief financial officer, guiding you to make wise and well-informed decisions to achieve your vision of success.

This is made possible through TD specialists with backgrounds in portfolio management, accounting, law, notaries, trusts, estate planning, and more, all with the expertise to provide you with the proper advice.

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Chau & Associates Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Certificates

B.Comm.

CIM®

Languages

French

English

Education

John Molson School of Business

Community Involvement

Rotary Club of Old Montreal

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

What We Do

What to expect when working with us

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Portfolio Management
Retirement Planning
Tax Planning
Will and Estate Planning

Our Clients

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.

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.

Healthcare Practitioners

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.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Helping achieve what truly matters to you and your family.

What We Do

Your investment portfolio should be structured to help you reach your goals. Our advisor managed offering is an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities.

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.

Tax Planning

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