Lambert Lan

Lambert Lan

Financial Planner

CFP®

Building your financial future – together

Contact me

Phone

Office

(905) 770-4550

Office Location

10909 Yonge Street Richmond Hill, ON L4C3E3. map

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

CFP®

Languages

Eglish

Cantonese

Mandarin

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
  • How much income is needed for the retirement you aspire to?
  • How can you save enough to fund your retirement?
  • How can you improve tax efficiency during retirement?
  • When should you start taking your government benefits?

New capital gains tax rules kick in on June 25th: What you need to know

The federal government’s changes to the capital gains inclusion rate is set to take effect in the coming days. Nicole Ewing, Director of Tax and Estate Planning at TD Wealth, discusses recent tweaks to the legislation and what to keep in mind prior to the June 25th deadline.
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Contact me to learn how you could be eligible to get $500¹

Refocus on your financial goals this summer and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends August 29, 2025.

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