Yan Yan Wu

Your Goals, Our Priorities
Yan Yan Wu

Financial Planner

CFP®

M. Econ

Working together to achieve the financial goals that matter to you most

Contact me

Phone

Office

(613) 837-6804

Office Location

5 Pretoria Ave Ottawa, ON K1S5L6. 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

CFP®

M. Econ

Interesting articles to explore

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content 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.

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. 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 chat.

Transfer of Wealth

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 an article 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.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Frequently asked questions

Get answers to your financial planning questions.

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Karl - More is Possible

When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him.

With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.

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

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

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How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

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Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.

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