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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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

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