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Connie Yuen

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CFP®
  • LLQP

Working together to help you achieve what truly matters to you

Committed to providing Essential, Extensive, Exceptional Service and Solutions


I joined TD Bank in 2002 and have since been through a variety of roles with TD Wealth and the retail banking operation. I have enjoyed every moment of it as it made me grow as an individual as well as within the organization.

It is my privilege to be a part of the Vancouver TD Wealth Private Investment Advice team. My role as an Investment Advisor is to assist affluent individuals and families achieve their lifetime goals by creating customized financial plans and investment portfolios that meets their financial needs. My goal is to maintain long term relationships with my clients, and be with them every step of the way. 

I look forward to working with you to help you achieve your personal financial goals.

ADDITIONAL CONTACT

Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

Cantonese, English, Mandarin

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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