Simon Ngan

Your Goals, Our Priorities
Simon Ngan

Senior Financial Planner

BA

CFP®

Building your financial future – together

Contact Me

Phone

Office

(403) 254-6734

Office Location

10816 Macleod Trail Se U234 Calgary, AB T2J5N8. map

As a Senior Financial Planner with over 22 years of experience in the financial services industry, I look at the big picture—where you are now and where you want to be, and then create a comprehensive strategy to help you achieve your short- and long-term goals.

I hold a Bachelor Degree is Psychology from University of Alberta and my commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP®) designation conferred by FP Canada.

Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties and make informed decisions. Whether you're planning for a major purchase, growing your wealth, implementing tax efficient strategies, or planning your estate, I will work with you – engaging TD specialists when necessary – to develop a personalized plan.

With regular updates and adjustments as your needs change, I can help ensure your financial plan stays aligned with your priorities.

Discover how TD Wealth Financial Planning can help you achieve your goals. Let's build your financial future together.

Certificates

BA

CFP®

Frequently asked questions

Get answers to your financial planning questions.
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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

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.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Disciplined process

Your Financial Planning Experience

1.Initial Discovery

2.Your Financial Plan

3.Welcome to TD Wealth Financial Planning

4.Regular Review Meetings

Your Financial Planning Experience

1.

Initial Discovery

Our discovery process focuses on understanding your priorities and goals in order to better support them.

2.

Your Financial Plan

Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.

3.

Welcome to TD Wealth Financial Planning

Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.

4.

Regular Review Meetings

To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.

Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
  • Work with you to understand your priorities.
  • Create a wealth plan that considers your financial picture.
  • Schedule regular check-ins to track progress.
  • Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
  • Offer ongoing support to help you move forward confidently.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.

Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.

Lynn – The Gift of Planning

Protecting what matters

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.

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