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Helen Lyu

Financial Planner

  • BA

"I go beyond building investment plans, I build personalized financial plans"

I have been working in the financial services industry since 2006, with a focus on fostering strong client relationships and helping them to achieve their personal and family financial goals. Before taking on the Financial Planner role, I was in various positions in Banking and Wealth Management field across China, Singapore and Canada for 12 years.

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals ,I look forward to exploring investment solutions with you as we work together towards your unique financial goals.

LANGUAGES

English, Mandarin

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Future Outlook

What a difference a year makes! A year ago, all was right with the world, and investors couldn’t see how anything could ever go wrong. Today, mired in a financial market correction, investors are having a hard time believing that things could ever be right again. Either way, they’re being myopic—things are never as good, or bad, as they appear.

Monthly Perspectives Oct 2018

This publication puts the latest, top-of-mind issues into perspective.

Major Canadian Tax Deadlines and Dates

Important dates for you to know for 2018 tax year.

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