Sissi Wang
Tax Filing Deadline
The tax filing deadline for most individuals is April 30th, 2025. Reminder to file your taxes prior to the deadline to help avoid penalties or interest on amounts that may be owing, or delays on any refund you may receive.
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Senior Financial Planner
CIM®
CFP®
MA
Working together to achieve the financial goals that matter to you most
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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
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
Interesting articles to explore
TDAM: Tax & Retirement Planning Guide
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.
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
When it comes to tariffs, markets have become less extreme since 2018, while views about how markets are reacting have become more extreme. It’s quite the dichotomy.
Helping achieve what truly matters to you and your family.
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
- Assess your financial situation and establish a budget
- Develop a debt management strategy
- Provide ongoing advice
Lynn – The Gift of Planning
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
8 not-so-secret ideas to help you grow your RRSP
Article
8 not-so-secret ideas to help you grow your RRSP
Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.
Parliament on pause: What’s happening with taxes now?
Article
Parliament on pause: What’s happening with taxes now?
Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.
Michael Craig on market implications of Trump’s tariff announcements
Article
Michael Craig on market implications of Trump’s tariff announcements
Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.