Danny Chan
Senior Investment Advisor
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
With over 24 years of experience in the financial industry, Danny Chan is a Senior Investment Advisor dedicated to working with you to help you achieve your financial aspirations and dreams. Danny holds the CFP® designation, one of the most widely recognized financial planning certifications in the world. As the financial well-being of individuals and families grow more complex, they look for CFP® professionals, the gold standard in Canadian financial planning. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.
Danny’s passion for helping clients is complemented by his diverse personal interests, which include reading, working out, traveling, movies, Oilers Hockey and most importantly spending time with Corinne, Brandon and Pepsi. His well-rounded perspective brings a unique understanding and empathy to his client relationships, enabling him to craft personalized financial strategies tailored to their unique needs. Danny strives to deliver consistent results for high-net-worth clients, helping to ensure their wealth is preserved and grown.
Certificates
CFP®
Languages
English
Navigating Challenges, Building Dreams
Building a secure financial future in Canada comes with unique challenges. Whether you’re a business owner, a professional, or someone planning for a secure retirement, navigating Canada’s financial landscape often feels complex.
Danny understands these challenges firsthand. In 24 years Danny has helped guide clients through all aspects of financial planning including financial management, investments, retirement, insurance, estate and tax planning, engaging TD specialists where needed. These experiences, coupled with his professional expertise, shape his mission: to empower clients with tailored solutions for every stage of life.
Whether you’re planning for retirement, funding your children’s education, or building a legacy, Danny will help you navigate your journey with clarity and confidence.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
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.
Tailored Solutions
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.