Emma Liu
Financial Planner
CFP®
B.Sc.
MA
Building your financial future – together
Phone
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At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way.
Your priorities, our expertise
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use a comprehensive Discovery Process to develop a personalized financial plan tailored to your goals - one that can adapt as your needs and circumstances evolve over time.
As a Financial Planner with over 6 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold a master's degree in Education.
To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.
Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.
Certificates
CFP®
B.Sc.
MA
Research and Insights From The Wealth Investment Office
Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.
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Your Unique Goals
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
- Developing a retirement plan
- Budgeting for major purchases
- Planning for the unexpected
Our Steps To Preparing A Plan Uniquely Yours
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.
Janique – A Coach by Your Side
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
Article
Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
Article
Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.