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Betty Yu

Senior Portfolio Manager

  • CFA®

Working together to help you achieve what truly matters to you

With over 20 years of industry experience, I bring significant knowledge, expertise and depth of experience to my role as Senior Portfolio Manager at TD Wealth Private Investment Counsel. TD Wealth Private Investment Counsel is Canada's largest discretionary money manager and provides an institutional approach to portfolio management for high net worth clients including individuals, corporations, not for profit organizations, and estates and trusts. The institutional framework ensures robust checks and balances are in place given the discretionary authority granted to both firm and advisor. TD Wealth Private Investment Counsel is Canada's largest discretionary money manager and provides an institutional approach to portfolio management for high net worth clients including individuals, corporations, not for profit organizations, and estates and trusts. The institutional framework ensures robust checks and balances are in place given the discretionary authority granted to both firm and advisor. As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can incorporate retirement planning, business planning, estate planning, insurance, planned giving as well as credit and day to day banking needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life. I hold a Bachelor of Business Administration degree in Finance and Accounting from Simon Fraser University as well as the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute as well as the CFA Institute Vancouver Chapter.

ADDITIONAL CONTACT

Toll Free: (800) 807-0105

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.

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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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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