Scott Liang, Financial Planner,Burnaby, BC

Phone

Office

Office Location

1933 Willingdon Ave Burnaby, BC V5C5J3. 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

PFP®

BBA

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:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
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:

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

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

幫助實現對您和您的家人真正重要的事情。

我們的財富方案專注於四個關鍵領域，以確保您獲得可以信賴的個人化財富計劃。

建立資產淨值：我們可以透過制定有效的策略和投資方案來幫助您建立資產淨值，以滿足您隨著時日而轉變的需求。

保護重要事務：透過充分利用TD專員的專業知識，我們可以整合策略，幫助您保護在人生不同階段中最重要的事務。

實施節稅策略：我們與您並肩合作，幫助您設立和構建賬戶，以便減少稅務風險，同時保持在有需要時的可用收入。

遺贈安排：我們重視您留下的建樹。我們將幫助您制定計劃，滿足您最珍重的優先事項並優化您的財富傳承。

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.

Important Tax Information for 2025

Tax Free Savings Account (TFSA)

2025 TFSA contributions can now be made. The annual TFSA contribution limit for 2025 is $7,000 and you can carry forward unused contribution room from previous years.

Registered Retirement Savings Plan (RRSP)

Your RRSP contribution limit for the 2024 tax year can be found on your Canada Revenue Agency Notice of Assessment for 2023.
The deadline for 2024 tax year contributions is 11:59 p.m. on March 3rd, 2025.

Registered Education Savings Plan (RESP)

The lifetime maximum RESP contribution limit is $50,000 for each beneficiary.
The deadline for 2025 RESP contributions is 11:59 p.m. on December 31st, 2025.

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect