Andy Lin
Senior Financial Planner
CFP®
PFP®
Building your financial future – together
Phone
Office Location
I have been working in the financial services industry since 2012 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold a Bachelors degree in Economics from the University of British Columbia
I also hold the Certified Financial Planner Designation (CFP) offered by the Financial Planning Standards Council as well as the Personal Financial Planner Designation (PFP) offered by the Canadian Securities Institute.
I look forward to working with you.
Certificates
CFP®
PFP®
Languages
English
Mandarin
Taiwanese
Frequently asked questions
What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Interesting articles to explore
Monthly Perspectives | Standing in a Bucket | June 2025
The One Big Beautiful Bill Act is a big piece of legislation, and it includes many proposed tax measures in the U.S. that impact non-citizens and non-residents. This includes a new Section 899, increasing federal income tax and withholding tax rates on U.S.-sourced income earned by Canadian corporations and individuals. Let’s expect the best but plan for the worst. At the end of the day, the best way to manage risk is to ensure you have the right plan in place and stay diversified.
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.
退休迷思：五个传统观念
关于退休有很多老生常谈的观念。然而，其中许多想法早就应该被淘汰了。这里有一些关于您应该如何退休的最新见解。
Start your medical or dental career off in the right direction
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
帮助实现对您和您的家人真正重要的事情。
建立资产净值：我们可以通过制定有效的策略和投资方案来帮助您建立资产净值，以满足您随着时日而转变的需求。
保护重要事务：通过充分利用TD专员的专业知识，我们可以整合策略，帮助您保护在人生不同阶段中最重要的事务。
实施节税策略：我们与您并肩合作，帮助您设立和构建账户，以便减少税务风险，同时保持在有需要时的可用收入。
遗赠安排：我们重视您留下的建树。我们将帮助您制定计划，满足您最珍重的优先事项并优化您的财富传承。
Lynn – The Gift of Planning
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
A tale of two commodities: Why gold could rally while oil’s outlook remains weak
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A tale of two commodities: Why gold could rally while oil’s outlook remains weak
Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.
How a family trust can benefit a family business
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How a family trust can benefit a family business
Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.
Dollar based investing: The power of partial shares
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Dollar based investing: The power of partial shares
Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.