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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.
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.
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.
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.
Client-oriented, approachable, self-motivated and reliable, Lavender manages my administrative hub and is responsible for ensuring we provide top-tier client service. She joined my team in 2013 after honing her service skills at TD Canada Trust as a Customer Relations Coordinator. Lavender is often our clients’ first point of contact. She opens accounts, answers administrative inquires, executes trades and resolves any issues that arise with sensitivity and care. In addition, Lavender keeps all our account and team documentation in good order and my busy calendar well organized. Lavender has completed the Canadian Securities Course, the Conduct and Practices Handbook Course and the Wealth Management Essentials Course with the Canadian Securities Institute. She is fluent in English, Cantonese and Mandarin, and holds a Bachelor of Arts in Criminology from Simon Fraser University. In her spare time, Lavender enjoys playing volleyball and travelling the world. An adventurous spirit, she has a passion for visiting different countries and loves trying every new thing that each culture has to offer at least once.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
advisors.td.com/shiuman.ho
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