Elvin Hsieh

Elvin Hsieh

Investment Advisor

Working together to help you achieve what truly matters to you

Phone

Office

(604) 654-4735

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

Understanding you

We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.

Getting to know your Wealth Personality™

We understand that your success can’t be understood with just a set of numbers. A combination of factors influences your wealth decision process, including your goals, motivations, family life and financial blind spots. When assessing these factors, and how they fit into your overall Wealth Personality™, we use the cutting-edge field of Behavioural Finance to dig deep and really get to know who you are. Understanding the influence of psychology on your financial behaviour can help us deliver relevant wealth advice to help you achieve your goals.

Understanding what drives your decisions

In order to get to know the whole you, we can enhance our knowledge with additional layers, including a deeper understanding of your family’s values and your overall financial picture. By charting major traits, we can better predict your behaviours, identify underlying motivations and work with you to help overcome any biases that may be slowing your financial growth.

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.

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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