Kyle Fan
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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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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Lifetime Capital Gains Exemption tops $1M: What business owners need to know
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Lifetime Capital Gains Exemption tops $1M: What business owners need to know
The Lifetime Capital Gains Exemption has topped $1 million. For owners selling a business, the LCGE can allow you to keep more money in your pocket. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about some ways to maximize your use of this important tax tool.
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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