Chui Au Family Wealth Management
Enabling you to help you achieve your best
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You decide where you want your wealth to take you.
We design a path to get you there.
Empower Your Financial Future
Have questions about your financial future? Hear from Wendy and Chris about the importance of updating your will, passing on the family business, and wealth planning.
The Importance of a Wealth Plan
We all have financial questions at one point or another. Are my finances in good shape? Will I have enough money for retirement?
Passing on the Family Business
As a business owner and entrepreneur, you've likely become adept at navigating through the challenges of owning your own business.
The Importance of Updating Your Will
None of us knows how much time we have left. That's why making a plan now is so important.
But that's just the beginning
Building Net Worth
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.
Implementing Tax Efficient Strategies
You’ve worked hard to accumulate your wealth and we want to help you 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.
Protecting What Matters
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.
Leaving a Legacy
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.
Empowering you to do better through knowledge, insight and access.
A smarter wealth management model
Experience has shown us that there is no substitute for time spent with clients. The significant time we invest in you helps to ensure that your wealth is working for you from all angles as you build and strengthen your family legacy, one strategic move at a time.
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.
Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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