Vivian Chan, Financial Planner,Markham, ON

Phone

Office

Office Location

7077 Kennedy Rd Suite 101 Markham, ON L3R0N8. map

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 our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.

As a Senior Financial Planner with over 20 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 bachelor's degree in Economics and Math. I also hold the Certified Financial Planner (CFP®) designation offered by FP Canada, Fellow of Canadian Securities Institute (FCSI®) and Derivatives Market Specialist (DMS) designations from Canadian Securities Institute.

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®

FCSI®

Languages

Cantonese

English

Mandarin

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Initial Discovery
Seamless Onboarding

Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

Let's Connect

TD Wealth Financial Planning

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

Executing tax-efficient plans

It's never too early nor too late to start thinking about tax efficiency.

To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.

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.

退休迷思：五个传统观念

关于退休有很多老生常谈的观念。然而，其中许多想法早就应该被淘汰了。这里有一些关于您应该如何退休的最新见解。

帮助实现对您和您的家人真正重要的事情。

我们的财富方案专注于四个关键领域，以确保您获得可以信赖的个性化财富计划。

建立资产净值：我们可以通过制定有效的策略和投资方案来帮助您建立资产净值，以满足您随着时日而转变的需求。

保护重要事务：通过充分利用TD专员的专业知识，我们可以整合策略，帮助您保护在人生不同阶段中最重要的事务。

实施节税策略：我们与您并肩合作，帮助您设立和构建账户，以便减少税务风险，同时保持在有需要时的可用收入。

遗赠安排：我们重视您留下的建树。我们将帮助您制定计划，满足您最珍重的优先事项并优化您的财富传承。

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.

Our Steps To Preparing A Plan Uniquely Yours

Your Unique Goals