Nathan Chan
Senior Financial Planner @TD
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WORK HISTORY
Senior Financial Planner @TD
Vancouver & Richmond, BC, CA
TD Wealth Financial Planning- Expanded upon the cornerstones of the Financial Planner role while shifting emphasis for my clients on both investment tax optimization strategies and Estate planning- Pivoted clients\' fears of market volatility toward understanding the relevance of their investment choices to their future aspirations despite tough challenges- Partnered with clients in educating their families with the best options to secure their hard-earned wealth in both optimistic and concerning economic times- Created tax-focused investment plans for Small Businesses and Corporations to ensure that tax-efficiency is maximized in regard to proper investment selection.
EDUCATION
The University of British Columbia
Bachelor of Integrated Sciences
SKILLS
ABOUT NATHAN CHAN
n••••••••@td.com (60••••••00 At TD Wealth Financial Planning, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life’s transitions. With over four years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals. Disclaimer: Information provided is intended for information purposes only for Canadian residents, and does not constitute any financial, legal, tax, investment or other advice. For important information and disclosures please visit td.com/legal and
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