Betty Yu, Portfolio Manager,Vancouver, BC | TD Wealth

Skip to main content

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. 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

Meet The Team

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.

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.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

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

Request appointment

Additional TD Specialists

Dugan BattenHigh Net Worth Planner

Alice SungEstate Planning Advisor

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1. Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

When to update your estate plan: 5 key life moments

So you've set up your estate plan. That's great! But that doesn't mean your job is done. It's important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.