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, Jasmine Xu is a Senior Investment Advisor dedicated to helping you achieve your financial aspirations and dreams in Canada. She holds a Bachelor of Commerce in Finance (High Honors), an MBA, and the prestigious CIM® and CFP® designations.
Jasmine’s passion for helping clients is complemented by her diverse personal interests, which include reading, cooking, singing, running, traveling, and enjoying outdoor activities like boating, hiking, camping, and RV camping. Her well-rounded perspective brings a unique understanding and empathy to her client relationships, enabling her to craft personalized financial strategies tailored to their unique needs. Jasmine strives to deliver consistent results for high-net-worth clients, helping to ensure their wealth is preserved and grown.
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.
Jasmine understands these challenges firsthand. When she moved to Canada, she faced the same uncertainties—adapting to a new financial environment and building long-term wealth. These experiences, coupled with her professional expertise, shape her mission: to empower clients with tailored solutions for every stage of life.
Her personal experience, combined with over 15 years of professional success in wealth management, has shaped her mission: to empower clients with personalized solutions that address their unique needs.
Whether you’re planning for retirement, funding your children’s education, or building a legacy, Jasmine will help you navigate your 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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
Tailored Solutions
With Jasmine’s expertise and personalized care, you’ll receive tailored strategies that align with your goals and vision. Let us help you maintain, grow, and protect your wealth with tailored advice and solutions designed for every stage of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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