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Annie Ho

Wealth Advisor

  • PFP®
  • RRC®

Working together to help you achieve what truly matters to you

I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private Trust Officers, and Business Succession Planners offering a broad range exceptional service to our clients. Our comprehensive capabilities include tax planning, cash management, long term investing, and estate planning.

I have demonstrated a commitment to professional development and hold the following designations:  Investment Funds Institute of Canada (IFIC), Canadian Securities Course (CSC), and Professional Financial Planning (PFP). I also completed the Investment Management Techniques (IMT) course, and have earned a Certificate of Retirement Strategy. My proficiency in English, Cantonese, along with limited Mandarin allows me to help a diverse group of clients.

I am the current President of the Richmond Hill and Markham Chinese Business Association. The Association aims to stimulate and create an active Canadian Chinese Participation within the business community.  

In 2014, I was honoured to be invited by the Prime Minister of Canada to attend the China Trade Mission.

I take pride in having participated in numerous community fundraising events for the following charities: Markham Stouffville Hospital, Mackenzie Health Hospital, United Way, Heart & Stroke Foundation – Sing for Your Heart annual gala, and York Regional Police Holiday Heroes.

ADDITIONAL CONTACT

Toll Free: (888) 763-1153
Branch Office: (905) 707-6757

LANGUAGES

Cantonese, English, Mandarin

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.

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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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