Danny Chan
Senior Investment Advisor
CFP®
Tailored solutions in tune with your needs and the needs of those you care about
Email: Danny.J.Chan@td.com
Phone
Office Location
With over 25 years of experience in the financial industry, I'm proud to serve as a Senior Investment Advisor dedicated to working with you to help you achieve your financial aspirations and dreams.
I hold 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 clients’ entire financial picture, at the highest level of complexity required of the profession.
Certificates
CFP®
Languages
English
My Mission: Empowering Your Future
My passion for helping clients is complemented by my diverse interests, including reading, working out, traveling, movies, cheering for Oilers Hockey, and especially time with my family—Corinne, Brandon, and Pepsi. This well-rounded perspective brings unique understanding and empathy to my client relationships, enabling me to craft personalized financial strategies tailored to your needs.
Building a secure financial future in Canada presents unique challenges. Whether you are a business owner, professional, or planning for retirement, navigating Canada’s financial landscape can often feel complex.
With 25 years of experience, I have guided clients through all aspects of financial planning, including financial management, investments, retirement, insurance, estate, and tax planning—engaging TD specialists when needed. These experiences, combined with my expertise, shape my mission: to empower clients with tailored solutions for every stage of life.
Whether you are planning for retirement, funding your children’s education, or building a legacy, I am committed to helping you navigate your financial journey with clarity and confidence.
Four Wealth Pillars
Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.
Build Net Worth
Developing effective strategies and investment solutions that align to our clients' evolving needs.
Protect What Matters
Integrated strategies that prioritize and protect what matters most to our clients, at every life stage.
Implement Tax Efficient Strategies
Structuring accounts to help reduce tax exposure while keeping income available for when our clients need it.
Leave a legacy
Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.