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.
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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. 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 clarity and confidence.
Certificates
CFP®
MBA
CIM®
Languages
English
Mandarin
Chinese
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.
With over 15 years of experience in wealth management, I’m committed to supporting you with personalized strategies, including tax-efficient investment planning, business investment advisory, and business succession planning.
Whether you’re planning for retirement, funding your children’s education, or building a legacy, I’m here to help you navigate your financial journey with clarity and confidence.
Your Goals, Our Priorities
Investing in You and Your Future
Our approach is simple: we prioritize your goals and values to create customized wealth solutions for your unique journey. Through TD Wealth’s extensive network, we provide a comprehensive suite of services, including:- Strategies to help protect your assets and grow your wealth.
- Navigating tax-efficient and estate strategies.
- Helping you fund education, plan retirement, and achieve your dreams in Canada and beyond.
Our Services
Will and Estate Planning
Women and Investing
Entrepreneurs / Business Owners
Retirement Planning
