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TD Wealth COVID 19 Update

(604) 482-8409Telephone number
700 West Georgia Street 15th Floor Vancouver, BC V7Y 1A2Map

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:

Follow a disciplined approach
Focus on long-term growth
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

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

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.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Return of Capital

Covered Call Options and their Tax Treatment

REQUEST AN APPOINTMENT

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

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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.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion. Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery.

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

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.