Jasmine Xu
Senior Investment Advisor
CFP®
MBA
CIM®
Your financial well-being deserves personalized, professional care.
As your life evolves, so do your financial goals. Together, we’ll create
a wealth plan tailored to your unique needs to help you achieve what matters most.
Email: jasmine.xu@td.com
Phone
Office Location
Your Wealth, Our Expertise
With over 15 years of experience in the financial industry, I’m proud to serve as a Senior Investment Advisor, dedicated to helping you achieve your financial goals and dreams here in Canada. I hold a Bachelor of Commerce in Finance (High Honors), an MBA, and the CIM® and CFP® designations.
In addition to holding the Certified Financial Planner (CFP®) designation, I am also a Life Insurance Advisor with TD Wealth Insurance Services. I work closely with TD specialists - a group of seasoned professionals with 20-30 years of experience - to offer a wide range of insurance solutions from different providers. Whether it's life, critical illness, or travel insurance, I help ensure clients receive guidance tailored to both their financial goals and protection needs.
Outside of work, I enjoy reading, cooking, singing, running, traveling, and spending time outdoors—especially boating, hiking, camping, and RV trips with my family. I believe these personal interests give me a well-rounded perspective and help me connect more meaningfully with my clients.
Certificates
CFP®
MBA
CIM®
Languages
English
Mandarin
Chinese
My Story - Navigating Challenges, Building Dreams
Building a secure financial future in Canada comes with unique challenges. Whether you’re a business owner, a professional, or someone planning for a secure retirement, navigating Canada’s financial landscape often feels complex.
I’ve been through it myself. When I moved to Canada, I faced the same uncertainties—adapting to a new financial environment and building long-term wealth. These personal experiences, combined with my professional background, have shaped my mission: to empower clients with tailored solutions for every stage of life.
It’s important to me that the financial strategies I create reflect not only numbers and goals, but also your values and lifestyle. I take pride in my work, striving to deliver consistent results for high-net-worth clients while guiding them through each stage of their financial journey. My goal is to help you preserve, grow, and protect your wealth—so you can move forward with 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
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.