Andy Lin
Senior Financial Planner
PFP®
CFP®
Building your financial future – together
Phone
Office Location
I have been working in the financial services industry since 2012 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelors degree in Economics from the University of British Columbia
I also hold the Certified Financial Planner Designation (CFP) offered by the Financial Planning Standards Council as well as the Personal Financial Planner Designation (PFP) offered by the Canadian Securities Institute.
I look forward to working with you.
Certificates
PFP®
CFP®
Languages
English
Mandarin
Taiwanese
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore
Monthly Perspectives: Monthly Perspectives: March 2025 | A Bigger Boat
Relentless suspense. The fear of the unknown. The shark attacks themselves. As the tension increased, so did the stakes. They're on the fishing vessel, and suddenly, this massive great white surfaces, leading Chief Brody to inform the shark hunter with the now famous line: “You’re gonna need a bigger boat.” That’s the idea that inspired this month’s Perspectives. The best way to safely and profitably navigate the ocean while protecting against predators is a well-managed, diversified portfolio.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
退休迷思：五个传统观念
关于退休有很多老生常谈的观念。然而，其中许多想法早就应该被淘汰了。这里有一些关于您应该如何退休的最新见解。
Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
帮助实现对您和您的家人真正重要的事情。
建立资产净值：我们可以通过制定有效的策略和投资方案来帮助您建立资产净值，以满足您随着时日而转变的需求。
保护重要事务：通过充分利用TD专员的专业知识，我们可以整合策略，帮助您保护在人生不同阶段中最重要的事务。
实施节税策略：我们与您并肩合作，帮助您设立和构建账户，以便减少税务风险，同时保持在有需要时的可用收入。
遗赠安排：我们重视您留下的建树。我们将帮助您制定计划，满足您最珍重的优先事项并优化您的财富传承。
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.