Skip to main content

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.

REQUEST AN APPOINTMENT

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

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.

MoneyTalk Investing

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

MoneyTalk Life

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

TD Economics

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

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Money Talk Life - Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?

Do you know someone who would benefit from my services?