Daniel Yan

Daniel Yan

Senior Financial Planner

CIM®

BA

CFP®

Together, we will develop a personalized financial plan that will help you achieve your goals

Contact Me

Phone

Office

(416) 542-0457

Office Location

7077 Kennedy Rd Suite 101 Markham, ON L3R0N8. map

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I have been working in the financial services industry since 2013, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Master degree in Applied Economics from The University of Nottingham. I also hold the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.

As a Financial Planner, I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. 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 addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

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.

I am passionate and committed to helping my clients feel more confident in their financial future.

I look forward to working with you.

Certificates

CIM®

BA

CFP®

Languages

English

Mandarin

Frequently asked questions

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Your Unique Goals

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

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TD Wealth Financial Planning

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

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.

Stepping into retirement: Preparing for the big transition

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

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。

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。

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.

Jenna, Santana and Cody's Story – Family Succession

Navigating Business Succession with Confidence

When it comes to succession planning, things can become very complex. Seeking personalized financial advice can help make it easier.

Jenna, Santana and Cody, were able to provide their dad with confidence to continue through with his legacy. Financial advice and guidance from TD Wealth helped them smoothly transition a family business to the next generation.

Let's connect to learn more about I can help you find confidence in building your financial future.

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.

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