Russell Anthony Wealth Management Group

Introduction:

At TD Wealth PIA, we help you to build a comfortable retirement and protect your legacy.

I work with you to build a personalized, long-term strategy that our team will follow and monitor closely, so that you can enjoy a comfortable retirement and protect your legacy.

Products Offered:

• Annuities
• Bonds
• Closed-End Funds
• Exchange Traded Funds (ETFs)
• Insurance
• Money Market Instruments
• Mutual Funds
• New Issues
• Registered Accounts
• Segregated Funds
• Stocks/Shares
• Structured and Alternative Investments
• Tax Shelters
• Wrap Accounts

Additional Information:

I gain satisfaction by empowering you with the financial security to do what you want, when you want with the most important people in your life. I understand that the world is full of complexity, choice and confusion. I help filter all the distraction and concentrate on the issues most important to you. Like most people, you don’t have the time or the interest to deal with it all. You would rather spend your free time in other ways. I will help you develop a roadmap and help you execute your plan so that you will ultimately reach your personal goals.

If you are currently dealing with a myriad of financial providers and professionals, but feel that none of them really understand YOU, then let us help. Once we understand your aspirations and goals, my team of knowledgeable specialists will help you create strategies in the areas of:

• Wills and Estates
• Wealth and Income Protection
• High Net Worth Planning
• Corporate Executor and Trust Services
• Private Banking
• Philanthropic Advisory Services
• Tax Planning
• Business Succession Planning
• Investment Management

Our Initial Meeting

The most important step in my process is the initial discovery meeting. At this session, our focus is on you and understanding your personal and financial objectives. In order to prepare a well defined goal-based plan for you, some of the questions we ask you include:

• Who do you care about the most in your lives?
• What are the circumstances that could impact your financial future?
• How involved you would like to be in your financial decisions?
• What you want your money to do for you?
• What do you need in order to stop worrying about your financial affairs?
• What has been your best and worst experience with an advisor?

Answering these questions provides us a foundation to build a personal goal-based plan for you.

On a Personal Note

In my spare time, I like to stay active by playing ball hockey. I also enjoy travelling with my family and spending time with my young daughter who is full of energy and who has taught me what is really important in life.

For more information :

If you value and need advice and would like to work with a knowledgeable team to build a personalized goal-based strategy so that you can stop worrying about your financial affairs, then let’s have a conversation. Please give me a call at 604-482-8404 so that we can schedule some time for further discussion.

Articles by Russell Chew

How to Pass on Wealth to Your Children While Minimizing Taxes.

Mark and Susan thought they had a sound retirement plan until I pointed out a critical flaw in their strategy. []

Investment Strategies

When is it a good time to invest in equities? The stock market is a leading indicator. As such, it []

The Importance of a Proper Discovery Meeting

In the 20 plus years that I have worked as an advisor, I find that a properly conducted discovery meeting []

Russell Anthony Wealth Management Group is a part of TD Waterhouse Private Investment Advice. Russell Anthony Wealth Management Group consists of Russell Chew (Vice President and Investment Advisor), Anthony Chow (Vice President and Investment Advisor), Vivian Lu (Associate Investment Advisor), Joyce Lee (Sales Assistant), and Ivy Chen (Sales Assistant).

TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc. a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.

What is an ELITE Advisor™?

An ELITE Advisor™ is a financial advisor who has an established record of providing service excellence. Only the finest, most distinguished financial advisors qualify for ELITE Advisor™ status.

When a financial advisor earns the ELITE Advisor™ distinction, it means that their clients agree that they provide the highest standard of service. It is recognition that the way they conduct themselves and operate their practice is unparalleled, with client satisfaction ratings that are unsurpassed.

A distinction that must be earned

Each financial advisor must successfully complete a rigorous, independent qualification process that includes:

• A Professional Services Check confirming that they demonstrate high respect for industry standards, and are in good standing with their self-regulatory organization.
• A Services Offering Review confirming that their service offerings are clearly and consistently delivered to their clients.
• A Client Feedback Review confirming that they meet or exceed the highest standards for client trust, satisfaction, contact and priorities.
• A Dealer’s Review and Approval confirming that their ELITE Advisor™ online profile is accurate and is in accordance with their dealer’s compliance regulatory guidelines.

Why should this matter to investors?

When you choose to work with a financial advisor who has ELITE Advisor™ status—the measure of service excellence—you can be confident that they are among the best in the industry; the elite who uphold the highest standard of service. In other words, they serve their clients very well.