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Richard Yu

Investment AdvisorVice President

  • B. Sc

Working together to help you achieve what truly matters to you

My career in the investment industry began in 1987 and over the past 31 years, I have experienced many changes in the investment environment. Over this time, Wealth planning has evolved as an effective approach in managing one’s personal/financial needs and goals.

A comprehensive life discovery discussion is a crucial step to have a clear understanding of your needs and your priorities. Based on your personal profile, I will analyze your circumstances and a thorough asset allocation model will be presented based on your objectives and comfort level of risk. Portfolios are tailored for each individual client and all actions will be fully explained and transparent to you.

With my associate, Linda Wong, who also has 30 years in the investment industry, we are the team to listen, understand, and help you to develop a personal strategy according to your needs. By working closely with our TD Wealth specialists, we provide tax, estate & insurance planning along with integrated customized financial solutions.

ADDITIONAL CONTACT

Toll Free: (800) 382-4964
Fax: (416) 512-6923
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224

LANGUAGES

Cantonese, English, Mandarin

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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