Elvin Hsieh, Investment Advisor,Burnaby, BC

Phone

Office

Office Location

4660 Kingsway Suite 300 Burnaby, BC V5H 4L9. map

Elvin Hsieh is an experienced investment advisor at TD Wealth Private Investment Advice, distinguished by his CFP®, CIM®, and FCSI® professional designations. Since embarking on his career in the investment industry in 2007, Elvin has been dedicated to providing top-tier investment services, with a focus on four key areas: asset growth, tax optimization strategies, asset protection, and estate planning strategies.

Fluent in both English and Mandarin, Elvin offers a unique blend of cultural and linguistic insights that enhance his ability to serve a diverse clientele. His extensive experience in financial and investment planning is the foundation of his holistic approach, ensuring every client receives a tailored strategy that aligns with their individual goals.

Elvin's investment philosophy is rooted in delivering comprehensive and personalized solutions. He adopts a dynamic and proactive approach, skillfully combining fundamental and technical analysis to seize market opportunities while mitigating risks. This method ensures that investments are not only strategically positioned for optimal performance but also resilient in the face of market volatility.

By aligning each investment with the client's objectives, Elvin strives to provide a sense of financial confidence. Elvin believes in dedication to excellence and personalized service to build trust and long-term relationships with clients in a continuous effort to be a trusted advisor in the world of wealth management.

Languages

English

Chinese

Mandarin

Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Asian Segment

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.

What the federal budget’s spending measures could mean for the BoC’s inflation fight

The recently released federal budget is looking to boost revenue through new taxes. But it also includes more than $50B in new spending over the next five years. So what could that mean for the Bank of Canada as it tries to get inflation back down to that 2% target? Watch to see the implications for the Bank of Canada’s efforts to tackle inflation.

Learn More

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Market Commentary

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

Article

Joint accounts and estate planning: Mistakes to avoid

Joint accounts can be a convenient tool between spouses or to help a senior parent manage finances. But what happens when a joint account is used as an estate planning strategy?

Article

Will you spend $42,000 per year to support your child's dream?

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.

Article

Can I split a capital gain 50/50 with my spouse?

Thinking about splitting a capital gain with your spouse to reduce the tax impact? It might not be that simple. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to discuss what you need to know, as well as tax planning ideas to consider before disposing of an asset.

Article

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.