Kyle Fan

Your Goals, Our Priorities
Kyle Fan

Senior Financial Planner



Building your financial future – together



(604) 659-2334

Office Location

1055 Dunsmuir St Vancouver, BC V7X1P3. map

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I have been working in the financial services industry since 2007, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelors degree in Business Finance from the Central University of Finance and Economics. I also hold the Certified Financial Planner® (CFP® ) designation offered by the Financial Planning Standards Council and Charter Investment Manager® (CIM® )offered by Canadian Security Institute. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and








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

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.

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.


Money Talk

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