Anthony Chan, Financial Planner,Markham, ON

Phone

Office

Office Location

7077 Kennedy Rd Suite 101 Markham, ON L3R0N8. map

A financial plan is your road map to success. To be as effective as possible, your plan has to be personalized to your needs and flexible enough to change with you throughout the stages of your life. At the heart of TD Wealth Financial Planning is the opportunity to establish a relationship with a Financial Planner dedicated to designing a plan that’s right for you. Working together, we will develop a plan that encompasses all aspects of your financial situation to help you achieve your goals.

Certificates

CFP®

Frequently asked questions

Get answers to your financial planning questions.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

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.

Let's Connect

TD Wealth Financial Planning

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

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition

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

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.

Start your medical or dental career off in the right direction

It's never too early to start planning for your financial future, even as a student. Contact me so we can talk about what you can do now to get started.

Assess your financial situation and establish a budget
Develop a debt management strategy
Provide ongoing advice

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.