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Simon Fok

Senior Financial Planner

  • CIM®
  • CFP®

Building your financial future – together

I have been working in the financial services industry since 1992. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Vancouver and Burnaby area. During the last twelve years, I have focused exclusively on financial planning and fostering strong client relationships. I have completed the requirements for the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council as well as the Canadian Investment Manager (CIM) designation conferred by CSI Global Education Inc. I am also a Certified Retirement Specialist. I look forward to being with you every step of the way as we work together to achieve your personal financial goals.

ADDITIONAL CONTACT

Fax: (604) 257-7817

Additional Information

Financial Planning Associate

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

BoC holds rates steady amid signs global economy stabilizing

The Bank of Canada held rates steady for now, but opened the door to future rate cuts if the global backdrop worsens, adding further pressure to Canada’s economy. Anthony Okolie talks with James Orlando, Senior Economist, TD Bank Group.

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Discover Your Investing Blind Spots

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?