Kevin Zhang, Financial Planner,Markham, ON

Phone

Office

Office Location

7077 Kennedy Rd Markham, ON L3R0N8. map

As a planner with TD Wealth Financial Planning, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. 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 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

B.Sc. (Hons)

Languages

Cantonese

English

Mandarin

TD Wealth Financial Planning

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

Tax Planning

Work with us to assess and recommend strategies that can help to reduce your tax burden, and:

Reduce your taxable income during your lifetime or upon passing away
Explore income splitting strategies
Take advantage of tax deductions and credits available to you

TDAM: WAAC Perspectives

The TD Wealth Asset Allocation Committee (WAAC) is composed of a diverse group of highly experienced investment professionals across TD Asset Management Inc. and TD Wealth. The WAAC meets monthly to evaluate return expectations for key asset classes including equities, fixed income and real assets, based on insights from the highly accomplished investment teams at TDAM.

MoneyTalk遺產規劃清單

遺產規劃可能看起來很複雜，但事實無需一定如此。在建立一個和諧協調的遺產計劃時，您需考慮這5個關鍵領域。

關於我們

憑藉數十年的綜合經驗以及對客戶面臨的挑戰的深入了解，我們坐擁優勢，為客戶度身定制有效的財富管理策略。我們努力不懈，助您確定財務目標，然後制定投資組合以實現這些目標，並在不同市場週期中穩守投資。幫助您作出更好的決策是我們工作的核心。

我們採取均衡的做法，包括確定增長型和保障型投資的正確組合，這將有助於實現您的成功願景。我們貫徹始終，致力提供個人化服務，著重親和力以及保持開放的溝通。

為了協助您制定真正全面的計劃，我們會在適當的情況下，借助於TD專員的專業知識，他們在財富管理的廣泛領域，擁有豐富的經驗，包括退休規劃、遺產規劃和信託服務、保險方案和慈善捐贈策略。

聯絡我們

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.

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.

Develop Your Financial Plan

Put Your Plan Into Action

Communicate on Your Terms

Get Access to TD Expertise

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.

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.

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