Sissi Wang

Make every step count. Contact me to learn how you can earn up to $1850.1

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Sissi Wang

Senior Financial Planner

CIM®

CFP®

MA

Working together to achieve the financial goals that matter to you most

Phone

Office

(905) 890-7735

Office Location

25 Watline Ave Suite 203 Mississauga, ON L4Z2Z1. map

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With over twenty years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping them achieve their personal financial goals.

I hold a Master's Degree in Economics from the University of Ottawa and my commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER® certification conferred by the Financial Planning Standards Council and the CIM® issued by the Canadian Securities Institute. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CIM®

CFP®

MA

Languages

Cantonese

Mandarin

English

Our Tailored Approach

My name is Sissi Wang, and I am a Senior Financial Planner with TD Wealth Financial Planning.

I look at the big picture, where you're at and where you want to be, and then design a financial plan to help get you there.

Frequently asked questions

Get answers to your financial planning questions.

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At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

WIO: Monthly Perspectives

Every year around this time, the Wealth Investment Office reaches out to TD’s “Three Chiefs” when it comes to the financial world: Chief Economist Beata Caranci, Chief Wealth Strategist Brad Simpson, and Chief Investment Officer David Sykes. Together, they offer an invaluable pool of insights that help to frame the economy, the markets and where we go from here as investors.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Start your medical or dental career off in the right direction

It's never too early to start planning for your financial future, even as a student. Contact me so we can talk about what you can do now to get started.
  • Assess your financial situation and establish a budget
  • Develop a debt management strategy
  • Provide ongoing advice

Lynn – The Gift of Planning

Protecting what matters

When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.

Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.

Contact me today to find out how I can help you feel reassured in your financial future.

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