Yu-Min Huang

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.