William Wei-lin Yu, Financial Planner,Vancouver, BC

Phone

Office

(604) 871-2032

Office Location

1435 Cedar Cottage Mews Vancouver, BC V5N5Z2. map

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 Bachelor of Arts degree in Economics from Simon Fraser University. I also hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council. I look forward to working with you.

Phone

Toll Free

(866) 646-7888

Certificates

CFP®

Languages

English

Chinese

Frequently asked questions

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

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Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

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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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

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.