Chow Wealth Management

Great relationships drive great results.

What is important to you? It’s the question we always gravitate towards at Chow Wealth Management. Because great wealth planning results come from building great relationships with our clients. 

As a discretionary investment portfolio manager, every interaction must be underpinned by trust. And for that to happen, we need to truly know and understand you. We work closely with every client to ensure we have a full picture of your priorities and goals. We are transparent on fees, and keep you informed on how we allocate assets according to those goals. Education is the cornerstone of our approach. Our team ensures you understand every decision – no secrets and no surprises.

Our access to Richardson Wealth’s in-house tax and estate planning professionals means whatever your needs – philanthropy, estate, tax, insurance, or succession – we will ensure you are looked after. Because great relationships drive great results.

Contact us to learn more.