Brianna Wu

Make every step count. Contact me to learn how you can earn up to $1850.1

Share your financial goals with us and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends January 31, 2025.

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Brianna Wu

Financial Planner

B.Comm.

M.Sc.

CFP®

Building your financial future – together

Phone

Office

(604) 654-3389

Office Location

8502 River District Crossing Vancouver, BC V5S0E3. map

See Additional Office Locations

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 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 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.

Certificates

B.Comm.

M.Sc.

CFP®

Languages

English

Mandarin

Frequently asked questions

Get answers to your financial planning questions.

  1. Creating budgets for your big purchases.
  2. Helping you grow your wealth by investing in products that suit your needs and risk tolerance.
  3. Minimizing your taxes with tax planning.
  4. Planning for your retirement by taking advantage of various savings and investment accounts.
  5. Setting up your legacy by creating an estate plan.

The effectiveness of your financial plan depends on how much you share with me.

  1. I will want to get to know you, understand your goals, and your financial position.
  2. Knowing your assets, debts, and expenses would help make your first meeting productive.

Step 1: Define your financial goals and when you want to achieve them.

Step 2: Gauge your financial position by knowing your income, expenses, and debts.

Step 3: Explore investment opportunities that align with your risk tolerance and the length of time you plan to hold the investment.

Step 4: Create a financial plan with timelines to achieve your goals.

Step 5: Review and adjust your plan as your goals evolve.

You'll need a minimum of $100,000 CDN in investable assets.

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.

Tax Planning

I will share strategies to help reduce your taxable income by taking advantage of tax deductions and credits.

Investment Management

I will design a personalized financial plan based on your risk tolerance and smart tax-saving strategies.

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Your Goals Are Our Priority

Whether your needs are simple or complex, I can help you create a personalized financial plan that:
  • Can enhance your confidence in your ability to achieve your goals
  • Takes into consideration what is most important to you
  • Maximizes savings through investment and tax strategies

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

We can recommend strategies for your goals and discuss strategies to help minimize your taxes.

Ensure your asset allocation recommendation is in line with your investment timeline and risk tolerance.

Staying informed is important to having confidence in your plan, so we'll be in touch regularly to keep you updated.

Enjoy access to exclusive thought leadership content on commentaries and market updates from TD specialists.

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.

Your Unique Goals

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

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Can I transfer funds tax-free from my RRIF to a TFSA?

Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.

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TD Cowen: Three stocks that could benefit from a Canadian soft landing

With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.

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Trump’s potential longer-term impact on the financial world

Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.