Kevin Wang

Kevin Wang

Senior Financial Planner

CFP®

BA

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Phone

Office

(905) 707-5201

Office Location

8601 Warden Ave Unit #7 Markham, ON L3R0B5. map

With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

I hold a Bachelor degree in Bachelor of Art from York University

I hold the CERTIFIED FINANCIAL PLANNER™ certification offered by the Financial Planning Standards Council.

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals

Phone

Toll Free

(888) 444-2936

Certificates

CFP®

BA

Your Goals, Our Priorities

TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

  1. Reduce your taxable income during your lifetime or upon passing away
  2. Explore income splitting strategies
  3. 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:

  1. How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. 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.

  1. Ensure you have an up-to-date Will and Power of Attorney
  2. Consider using executor services like a corporate executor or Power of Attorney for Property
  3. Transfer your wealth and help avoid any unintended consequences

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 Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

TD Wealth Financial Planning

We can work together to set your goals, build a financial plan, help prepare you for certain unexpected events, and update your plan so it evolves as you do.

Your priorities are important to us. We can work together towards your goals, and can help with:
  • Developing a retirement plan
  • Budgeting for major purchases
  • Planning for the unexpected

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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Federal Budget 2023: What you need to know

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Federal Budget 2023: What you need to know

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After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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