Yan Shi, Financial Planner,Port Coquitlam, BC

Phone

Office

Office Location

2755 Lougheed Highway Unit 11 Port Coquitlam, BC V3B5Y9. map

As a Financial Planner with over 7 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 Business Administration from Simon Fraser University. I also hold the Personal Financial Planner (PFP®) designation.

To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.

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.

Certificates

PFP®

BBA

Languages

English

Mandarin

TD Wealth Financial Planning

We can work together to set your goals, build a financial plan, help prepare you for certain unexpected events, and update your plan so it evolves as you do.

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

Tax Planning

We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.

Building Net Worth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Leaving a legacy

Leaving a legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place. To help you optimize the eventual transfer of your wealth, I've included a few articles below that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.

Success Begins With Understanding

A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.

Your hopes and expectations are at the heart of your financial plan.

That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

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.

Janique – A Coach by Your Side

Turning setbacks into opportunities

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.

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.

Yan Shi