Sean Zhu

Your Goals, Our Priorities
Sean Zhu

Financial Planner

Building your financial future – together

Contact me

Phone

Office

(604) 234-2529

Office Location

2396 East Broadway Vancouver, BC V5N1X1. 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.

Languages

English

Chinese

Cantonese

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

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

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.

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.

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。

關於我們

憑藉數十年的綜合經驗以及對客戶面臨的挑戰的深入了解，我們坐擁優勢，為客戶度身定制有效的財富管理策略。我們努力不懈，助您確定財務目標，然後制定投資組合以實現這些目標，並在不同市場週期中穩守投資。幫助您作出更好的決策是我們工作的核心。

我們採取均衡的做法，包括確定增長型和保障型投資的正確組合，這將有助於實現您的成功願景。我們貫徹始終，致力提供個人化服務，著重親和力以及保持開放的溝通。

為了協助您制定真正全面的計劃，我們會在適當的情況下，借助於TD專員的專業知識，他們在財富管理的廣泛領域，擁有豐富的經驗，包括退休規劃、遺產規劃和信託服務、保險方案和慈善捐贈策略。   
聯絡我們

Your Unique Goals

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

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