Kevin Hsu
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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Financial Planner
BA
I look forward to being with you every step of the way to help you achieve your personal financial goals
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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
BA
Interesting articles to explore
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. Read more here.
TDAM: WAAC Perspectives
Given the evolution of domestic inflation, we expect the Bank of Canada ("BoC") to continue cutting its policy rate this year. However, barring a swift weakening of the economy, the BoC has stressed that rate cuts will materialize at a slower pace than the hikes they delivered in 2022 and 2023.
退休迷思：五個傳統觀念
關於退休有很多老生常談的觀念。然而，其中許多想法早就應該被淘汰了。這裡有一些關於您應該如何籌劃退休的最新見解。
Success Begins With Understanding
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.
Our Steps To Preparing A Plan Uniquely Yours
What We Do
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
Article
TD Cowen: Three stocks that could benefit from a Canadian soft landing
With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.