Jacob Van Schetsen, Financial Planner,Langley, BC

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,000¹
¹Conditions Apply. Limited time offer.

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Phone

Office

(604) 514-5116

Office Location

8661 201 St Unit 410 Langley, BC V2Y0G9. map

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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:

1.     Build net worth – Identifying investment solutions that align to my clients' evolving needs.

2.     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.

3.     Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

4.     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.

Certificates

CIM®

CFP®

BBA

Frequently asked questions

Get answers to your financial planning 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:

Executing tax-efficient plans

It's never too early nor too late to start thinking about tax efficiency.

To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.

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.

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

What To Expect From TD Wealth Financial Planning

As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.