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Connie Yuen

Investment Advisor

  • CFP®
  • LLQP

"Working together to help you achieve what truly matters to you"

I have been working in the financial services industry since 2002. Prior to taking on the role of Investment Advisor, I was a Senior Financial Planner who serviced the Kerrisdale area. Since 2006, I have focused exclusively on financial planning and fostering strong client relationships.

I have completed the requirements for the CERTIFIED FINANCIAL PLANNER® designation conferred by the Financial Planning Standards Council as well I am a Life Insurance Advisor with TD Wealth Insurance Services.

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

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?