Nick Li, Financial Planner,Vancouver, BC

Phone

Office

Office Location

511 West 41 Ave Vancouver, BC V5Z2M7. map

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.

Languages

English

Mandarin

TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

Retirement Planning

We can offer strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you reduce taxes during retirement?
When should you start taking your government benefits?

Estate Planning

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Ensure you have an up-to-date Will and Power of Attorney
Consider using executor services like a corporate executor or Power of Attorney for Property
Transfer your wealth and help avoid any unintended consequences

帮助实现对您和您的家人真正重要的事情。

我们的财富方案专注于四个关键领域，以确保您获得可以信赖的个性化财富计划。

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。

Important Tax Information for 2025

Tax Free Savings Account (TFSA)

2025 TFSA contributions can now be made. The annual TFSA contribution limit for 2025 is $7,000 and you can carry forward unused contribution room from previous years.

Registered Retirement Savings Plan (RRSP)

Your RRSP contribution limit for the 2024 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2023.
The deadline for 2024 tax year contributions is 11:59 p.m. on March 3rd, 2025.

Registered Education Savings Plan (RESP)

The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
The deadline for 2025 RESP contributions is 11:59 p.m. on December 31st, 2025.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

What does a financial planner do?

What are the steps in financial planning?

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.

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

关于我们

凭借数十年的综合经验以及对客户面临的挑战的深入了解，我们坐拥优势，为客户量身定制有效的财富管理策略。我们努力不懈，帮助您确定财务目标，然后制定投资组合以实现这些目标，并在不同市场周期中稳守投资。帮助您做出更好的决策是我们工作的核心。

我们采取平衡的做法，包括确定增长型和保障型投资的正确组合，这将有助于实现您的成功愿景。我们贯彻始终，致力于提供个性化服务，着重亲和力以及保持开放的沟通。

为了协助您制定真正全面的计划，我们会在适当的情况下，借助于TD专员的专业知识，他们在财富管理的广泛领域，拥有丰富的经验，包括退休规划、遗产规划和信托服务、保险方案和慈善捐赠策略。

联系我们

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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