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Plutus Wealth Advisory
Your vision of success will be central to how we will work together
700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2Map
Plutus Wealth Advisory
Plutus Wealth Advisory
700 West Georgia Street Suite 2000, Vancouver, BC V7Y 1A2
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Committed to providing Essential, Extensive, Exceptional Service and Solutions
We have an uncompromising determination to provide personalized investment strategies to help you achieve long-term financial security. We believe in capital preservation as a cornerstone to our investment philosophy, building plans that are flexible enough to respond to short-term changes, yet disciplined to provide the opportunity for greater returns over the long-term. We also believe in the importance of having a "life stage" approach to support you across different life stages.
Our team will look at the many aspects of your financial life and engage TD specialists to help where required. Having an integrated wealth management strategy can help to improve your wealth position, today and into the future.
The team works closely with Estate Planning specialists and Private Bankers at TD to serve the diverse needs of our high net worth clients. We are also able to work alongside your accountant or lawyer, in striving to provide seamless wealth management strategies.
ADDITIONAL CONTACT
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Meet The Team
Paul Kwan H
Senior Investment Advisor
Paul has an uncompromising determination to provide personalized investment strategies to help you achieve long-term financial security. He believes in capital preservation as a cornerstone to his investment philosophy, building plans that are flexible enough to respond to short-term changes yet disciplined to provide the opportunity for greater returns over the long-term. Paul also believes in the importance of having a "life stage" approach to support you across different life stages.
Paul has moved to Canada from Hong Kong at the age of 14. After graduating with a B.A. Economics from Simon Fraser University in 1991, Paul became an Account Manager in the Personal Financial Services department of an international bank. Given his success in building strong and trusted client relationships, Paul became Vice-President and Investment Advisor at a major brokerage firm. In 2011, he was invited to join TD Wealth Private Investment Advice.
Integrity, trust and honesty form the heart of Paul's business. He believes that effective communication and a strong relationship with his clients are necessary for success.
We have demonstrated experience in serving clients like you, across many stages of life.*
*The calculation and data are based on 90 households under Croesus Wealth Management System as of May 24, 2018
Our belief in three core areas that guide the way we run our practice:
For each portfolio, our team hand picks 15 Canadian, 15 U.S. and 15 international holdings. Investments are selected using rigorous screening criteria, to provide quality, solid diversification and a balance between risk and return. These holdings are monitored on a continuous basis. Depending on each investor's risk tolerance and investment objectives, the investment strategy will vary within the 15-15-15 approach. 
Our team will look at the many aspects of your financial life and engage TD specialists to help where required. Having an integrated wealth management strategy can help to improve your wealth position, today and into the future.
The team works closely with estate planning specialist and private banker in TD to serve the diverse needs of our high net worth clients. We are also able to work alongside your accountant or lawyer, to provide seamless wealth management strategies.
Here is one example of how our team has helped our clients to succeed. We are committed to providing a wide variety of solutions for even the most complex of situations.Challenges
- Two co-owners operating a home decor wholesale company in their early 50s
- Both were busy managing the business, which had grown quickly over the past decade
- $8.5 million in investable assets under personal and holding companies, across multiple financial institutions
- Primary goal was to consolidate finances and retire comfortably in 5 to 10 years
Recommendations
- Consolidate accounts and streamline investment holdings from over 50 to 20. Objective is to improve economies of scale and allow better visibility over investments
- Update portfolio to focus on wealth protection and cost efficiency
- Review business succession planning and tax planning with TD Specialists
- Create service matrix that includes monthly communication and quarterly portfolio review. Objective is to allow client to tune out noise and focus on their end goals
Results
- Clients gained control and confidence with consolidated statements
- Assets were more secure, diversified and resilient to potential market downturns
- With updated and better organized finances, clients were potentially in a better position to plan for a retirement on their own terms
The Ride of Conquer Cancer® presented by Wheaton Precious Metals™ benefiting the BC Cancer Foundation. The Ride to Conquer Cancer series is Canada’s largest peer-to-peer fundraising event. Bringing together communities of cancer survivors, cyclists and supporters motivated to make a difference in the lives of people touched by cancer, The Ride to Conquer Cancer has raised more than $96 million in ten years, making it B.C.’s largest cancer fundraiser. The BC Cancer Foundation is the fundraising partner of BC Cancer and the largest funder of cancer research in the province. With the help of thousands of riders we are improving the lives of people facing cancer in BC and beyond.
The Vancouver Metropolitan Orchestra (VMO) is a non-profit society founded in 2003. They are dedicated to providing superior orchestral mentor ship for talented music graduates, and providing opportunities for the young talents to perform with a professionally-directed orchestra. The VMO offers a program of four concerts each season plus occasional appearances and other presentations in the Lower Mainland. Each season runs from September to May. Paul is one of the directors of Vancouver Metropolitan Orchestra, and is dedicated to the uncompromising pursuit of artistic excellence and the development of an outstanding professional development program.
Paul Kwan Wealth Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of the Toronto-Dominion Bank.
Connie Yuen
Senior Investment Advisor
Committed to providing Essential, Extensive, Exceptional Service and Solutions
I joined TD Bank in 2002 and have since been through a variety of roles with TD Wealth and the retail banking operation. I have enjoyed every moment of it as it made me grow as an individual as well as within the organization.
It is my privilege to be a part of the Vancouver TD Wealth Private Investment Advice team. My role as an Investment Advisor is to assist affluent individuals and families achieve their lifetime goals by creating customized financial plans and investment portfolios that meets their financial needs. My goal is to maintain long term relationships with my clients, and be with them every step of the way.
I look forward to working with you to help you achieve your personal financial goals.
Erica Ng
Associate Investment Advisor
CFP®
Erica brings extensive experiences in the investment industry, from her time working at HSBC Securities Inc., BMO Nesbitt Burns, and National Bank Financial.
Erica was born in Hong Kong and moved to Canada at the age of 13. She began her career in investment management over 15 years ago, after graduating with a degree in Economics and Business Administration from SFU.
Erica holds the Certified Financial Planner (CFP®) designation and is a Life Insurance Advisor with TD Wealth Insurance Services. She continues to expand her knowledge of the financial industry and is currently pursuing the Chartered Investment Manager (CIM®) designation.
Frances Lai
Client Relationship Associate
Frances has been in the banking industry for over 20 years. Prior to joining TD Wealth, she worked in various TD Canada Trust retail bank branches in management roles and advisor capacity. As a Client Relationship Associate, she looks forward to working with you on your day-to-day financial and service needs.
Jackie Leung
Administrative Associate
Jackie was born in Hong Kong and moved to Canada at the age of 18. She graduated with a degree in Business Administration and Labour Studies from Simon Fraser University. Jackie carries comprehensive knowledge from retail banking with her 4 years of experience at various TD Canada Trust branches. She has extensive experience in customer engagement, product positioning and client advisory. She believes in creating positive experiences to retain and deepen relationships with clients to help them succeed.
SPOKEN LANGUAGES: English, Cantonese and Mandarin
INTERESTS: Yoga, travelling, and exploring new restaurants.
Lawrence Chan
Administrative Associate
Lawrence graduated from Simon Fraser University with a Major in Economics and Minor in Labor Studies. He has been with TD for over four years from Customer Experience Associate to Financial Advisor, and speaks both Cantonese and Mandarin. Outside of work, he loves playing volleyball and video games, as well as watching movies and shows with his partner and their dog.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Additional TD Specialists
Alice Sung
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
David Yau
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Kevin Park
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Geoff Chen
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Luke Mlynarczyk
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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Nairika Varza
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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.
advisors.td.com/plutuswealthadvisory
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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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