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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Phone

Office

(604) 257-7852

Office Location

511 West 41 Ave Vancouver, BC V5Z2M7. map

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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

CFP®

CMT

Languages

Cantonese

English

Mandarin

市場評論

加深您對投資概念的理解並跟上當前的市場趨勢。選看各種類實用的每日、每月和季度通訊和資源。

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

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

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.

Our Solutions

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

Develop Your Financial Plan

Personalized Strategies

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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。

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

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.

Let's Connect

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

¹Conditions Apply. Offer ends January 31, 2025.