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MoneyTalk Investing
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Yu-Min Huang
Associate Portfolio Manager
- PFPC
- CFA®
"Wealth management that evolves as your needs, priorities and circumstances change over time"
700 West Georgia Street 18th Floor - Pacific Centre Vancouver, BC V7Y 1B6Map
Prior pursuing my passion in wealth management, I was a business owner of a bakery facility and a tea house in Richmond where I managed and improved front-line client experience and corporate finance. Thereafter, I joined TD in 2010 and was recognized as one of the top Mutual Fund Investment Representatives in 2012. I was quickly promoted to a managerial role where I managed one of the top TD Canada Trust branches in Vancouver. In 2013, my branch was recognized as one of the Top 5 branches in B.C..
"My Passion is to help you achieve what truly matters to you"
I hold a Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute and CFA® Vancouver Society . Having the CFA® designation means I, as your Portfolio Manager, can speak the same language as our analysts – it gives me a great understanding of the industry, the markets, and specifically how they affect you as an affluent investor.
I believe that many successful business owners are looking for a higher level of service and dedication from their portfolio manager.
I also know from experience that there’s no such thing as a cookie-cutter approach to meeting the needs of a client like you, and I am not a mind reader — which is why I spend a lot of time on the discovery process so I can learn what’s most important to you, right now. I see my role as not only managing your investments but as “How do I help you through other life events?” – that means helping you access whatever resources you need, when you need them.
With the help of TD Specialists we can offer you the following services:
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Business Succession Planning and Advice
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Retirement Planning
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Tailored Credit Solutions
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Asset Protection Strategies
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Private Banking Solutions
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Estate Planning and Trust Services
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Tax Mitigation Strategies
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Philanthropic Planning
I use a unique discovery process that helps you identify and describe your priorities and wealth personality, which in turn helps me to understand your family and financial situation. This process provides key insights to help me assemble a team of TD specialists to help support your needs.
Through our discovery process I'll connect you to the right specialists at the right time and will build a team of specialists around you to help achieve your vision of success.
Life throws us curve balls sometimes. Markets move in unexpected directions. My job is to stay on top of all of those events and use what we know to adapt your portfolio when it’s needed. As your Portfolio Manager, I have 24/7 access to global analysis and risk management updates from the Portfolio Advice & Investment Research (PAIR) and TD Asset Management teams.
TD Asset Management fosters a strong Risk Management culture, which underpins personal accountability and the integrity of the investment management process, product management and delivery.
As my client, you can expect:
Shall we begin?
LANGUAGES
Mandarin, English
EDUCATION
CFA - Chartered Financial Analyst, Simon Fraser University, BA. - Communications, PFPC - Personal Financial Planning Course
COMMUNITY INVOLVEMENT
Burnaby Board of Trade Member, Tri-Cities Chamber of Commerce Member
Going beyond the financial picture
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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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
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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You have questions, I have answers. Let's have a quick chat.
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