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.

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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.

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Tailored Solutions

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

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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.

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.