Nathan Chan
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Office Location
As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.
In my role, I focus on four key areas:
- Build net worth – Identifying investment solutions that align to my clients' evolving needs.
- Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
- Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
- Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.
With over nine years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a bachelor's degree in Integrated Sciences, Environmental Sciences and Decision Planning from the University of British Columbia.
My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council and the Chartered Investment Manager (CIM®) designation conferred by the Canadian Securities Institute.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Certificates
CIM®
CFP®
Languages
Cantonese
English
Mandarin
Education
University of British Columbia - BSc.
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
Your Unique Goals
Our Steps To Preparing A Plan Uniquely Yours
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
幫助實現對您和您的家人真正重要的事情。
建立資產淨值:我們可以透過制定有效的策略和投資方案來幫助您建立資產淨值,以滿足您隨著時日而轉變的需求。
保護重要事務:透過充分利用TD專員的專業知識,我們可以整合策略,幫助您保護在人生不同階段中最重要的事務。
實施節稅策略:我們與您並肩合作,幫助您設立和構建賬戶,以便減少稅務風險,同時保持在有需要時的可用收入。
遺贈安排:我們重視您留下的建樹。我們將幫助您制定計劃,滿足您最珍重的優先事項並優化您的財富傳承。
关于我们
我们采取平衡的做法,包括确定增长型和保障型投资的正确组合,这将有助于实现您的成功愿景。我们贯彻始终,致力于提供个性化服务,着重亲和力以及保持开放的沟通。
为了协助您制定真正全面的计划,我们会在适当的情况下,借助于TD专员的专业知识,他们在财富管理的广泛领域,拥有丰富的经验,包括退休规划、遗产规划和信托服务、保险方案和慈善捐赠策略。
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
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