What we do
TD Waterhouse Private Investment Advice is a premier full-service brokerage ideal for investors who want a one-on-one relationship with a dedicated and professional Investment Advisor. You will receive comprehensive and personalized investment advice while staying involved in the key decisions about your portfolio.
We build strong relationships by listening to your needs, sharing information, recommending investment opportunities and maintaining ongoing contact. All this ensures that your investment strategy remains flexible enough to move with you through each stage of your life.
Helping you develop and manage your investment portfolio is just the beginning of what we offer. As a member of TD Waterhouse Private Client Services, we can call on all the resources needed to help you develop fully integrated wealth management solutions. This can encompass retirement planning, estate planning, financial security for your family, tax management, and many other key areas of your financial future.
Who is Hu
I hold a bachelor degree from one of the top Chinese universities, FudanUniversity, and an MBA degree from one of the top Canadian universities,University of Toronto.
I came from Shanghai,China. For several years, I was running my own chemicals manufacturing company after working for a German Chemicals firm for a while. Later on I was also involved in the real estate properties development and international trading business. I came to Canada in 2007 to pursue my MBA and started working for TD right after. Prior to TD Wealth, I worked at TD Securities with a focus on risk management of global equity derivatives and fixed income products.
I am a Chartered Financial Analyst (CFA), and a certified Financial Risk Manager (FRM).
What I believe
No plan is a plan to fail.
Investment is simple, but not easy.
Price is what you pay, value is what you get. (Warren Buffett)
We make a living by what we get, but we make a life by what we give. (Winston Churchill)