Vivian Chan, Financial Planner,Markham, ON

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,000¹
¹Conditions Apply. Limited time offer.

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Phone

Office

(905) 707-1244

Office Location

7077 Kennedy Rd, Suite 101 Markham, ON L3R0N8. map

As a Senior Financial Planner I work closely with my clients to help them develop a financial plan that balances life today with their goals for the future. I take the time to understand, not just their current financial circumstances, but also the objectives and motivations integral to it. Whether you are planning for retirement or starting a new business, I am here to help guide you every step of the way. In addition to investment advice, I can also connect my clients with the right TD specialists to help them address a range of financial goals.

In my role, I focus on four key areas:

Build net worth – Identifying investment solutions that align to my clients' evolving needs.

Implement tax-efficient strategies – Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.

Protect what matters – Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.

Leave a legacy – Helping my clients to build a plan to effectively transfer their wealth.

I am passionate and committed to helping my clients feel more confident in their financial future.

Certificates

CFP®

FCSI®

Languages

Cantonese

English

Mandarin

Frequently asked questions

Get answers to your financial planning 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:

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.