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Shiuman Ho

Vice PresidentPortfolio ManagerInvestment Advisor

  • M.Sc.
  • MBA
  • CIM®

Working together to help you achieve what truly matters to you

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Shiuman Ho

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At the Shiuman Ho Wealth Advisory Group, our deep experience and objective advice help clients grow and protect their wealth.



What You Can Expect
We work with busy professionals and business people who need guidance in managing their finances and support in creating an effective wealth plan. Our goal is to help our clients enjoy a comfortable retirement now, or plan for one in the future.   
 

Full-Service Team

While advisor-managed portfolios are our core offering, we can also help you:

  • Reach your short- and long-term financial goals
  • Prepare for the future with personalized retirement, estate and income-protection strategies
  • Manage the transition from saving to activating retirement income, including the complexities of taxes.
For clients with sophisticated financial needs, we collaborate with a network of TD specialists in estate planning, high net worth planning, tax management, private banking and other areas to provide just the right services. 

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What Sets Me Apart
  • I believe my clients feel comfortable sharing their hopes and dreams with me without hesitation because I am an empathetic listener.
  • I develop a deep understanding of what truly matters to them by asking the right questions.
  • I provide highly personalized services by addressing each client's unique needs.
  • It's a proactive and responsive approach that enables a genuine client focus.

Disciplined Process
All new clients are introduced to a three-step process starting with a Discovery Meeting to understand what truly matters to you. You will receive a preliminary assessment listing the appropriate next steps. Once we begin a working relationship you will receive an Investment Policy Statement and a Wealth Plan, detailing our customized solutions for you.   


How I Manages Clients' Money
I manage my clients' portfolios in the same way I manage my own family's investments. Three enduring philosophies drive my investment management:
  1. Follow a disciplined approach
  2. Focus on long-term growth
  3. Aim for capital preservation and downside protection
My clients delegate their day-to-day investment decisions to me so that I can, in real-time, take advantage of opportunities, or adjust the portfolio to be more defensive.

I am a Portfolio Manager who holds the Chartered Investment Management (CIM®) designation, which requires specialized education and a minimum of 2 years of experience in investment management. I take my duties seriously and constantly strive to act in my clients’ best interests.


About Shiuman
My early training as a civil engineer instilled in me an analytical, disciplined and collaborative approach that I apply to my discretionary portfolio management and wealth planning practice at TD Wealth Private Investment Advice. Since 2007, I have helped manage wealth through both up and down markets, leveraging my disciplined investment philosophy to provide sound advice and help clients achieve their financial goals. Asking the right questions and listening with empathy, I strive to develop a deep understanding of clients to learn what is most important to them. I earned my MBA from the London Business School in the UK and also hold the Chartered Investment Management (CIM®) designation. Fluent in English, Cantonese and Mandarin, I have lived in Asia and Europe. I now reside in Vancouver with my wife and two children and strive for a balanced life by pursuing recreational tennis, road biking and classical music. I volunteered as a Governor for St. John’s School and also served for two years as the Chair of their Board.

Click to read about my Ride to Conquer Cancer 2020 



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Shiuman Ho Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

Mandarin, Cantonese, English

 

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.

Meet The Team

Lavender Mak

Client Service Associate


Wealth Considerations

Investment Strategies

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Passing on Your Wealth

Protecting Your Assets

Planning for Major Purchases

Banking and Credit Management

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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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.

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Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

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The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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