Kyle Fan
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Office Location
I have been working in the financial services industry since 2007, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors degree in Business Finance from the Central University of Finance and Economics. I also hold the Certified Financial Planner® (CFP® ) designation offered by the Financial Planning Standards Council and Charter Investment Manager® (CIM® )offered by Canadian Security Institute. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer
Certificates
CIM®
CFP®
Languages
Cantonese
English
Mandarin
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Tax Planning
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
- Reduce your taxable income during your lifetime or upon passing away
- Explore income splitting strategies
- Take advantage of tax deductions and credits available to you
Retirement Planning
We can offer strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you reduce taxes during retirement?
- When should you start taking your government benefits?
Estate Planning
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
- Ensure you have an up-to-date Will and Power of Attorney
- Consider using executor services like a corporate executor or Power of Attorney for Property
- Transfer your wealth and help avoid any unintended consequences
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.
Money Talk
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Money Talk
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Hear what matters.
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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
Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
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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