Stephen Siu

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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Stephen Siu

Senior Financial Planner

CIM®

PFP®

CFP®

I look forward to being with you every step of the way to help you achieve your personal financial goals

Contact me

Phone

Office

(604) 484-3132

Office Location

2801 Granville St Vancouver, BC V6H3J2. map

I have been working in the financial services industry since 2011, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Vancouver area. 

I hold a Bachelor of Arts degree with a major in Economics from Simon Fraser University. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Certificates

CIM®

PFP®

CFP®

Frequently asked questions

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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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TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

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.

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.

Creating a wealth plan to help meet your long- and short-term goals

Did you know that 71% of women want to get more involved with their finances, and 58% want more help to get started?

That's how I can help—by working with you one-on-one to create a personalized wealth plan that's lock-step with your life events and needs.

Working together, I can also help you:
  • Discover your Wealth Personality™ to determine what drives your decisions
  • Identify and prioritize your short- and long-term goals
  • Find the confidence to take charge of your financial future through advice and planning

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.

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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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.

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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.

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