Skip to main content

Jun Yan

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIM®
  • FCSI®
  • M.Econ

Working together to help you achieve what truly matters to you

JY Wealth Management Team 

Jun was born and raised in Wuhan China and currently resides in Port Moody BC with his wife and two children. Jun has been with TD Bank Group since 2000, and before joining TD Wealth, Jun was a Financial Advisor at TD Canada Trust.

Jun holds a Master’s degree in Economics.  As a seasoned investment advisor, Jun has mixed knowledge and experience from both China and North America and developed a unique way to observe the economy. In today’s complex investment market, the ability of an advisor to see the bigger picture, and understand its potential, can make a significant difference.  

As a senior Investment Advisor, Jun and his team focus on helping to protect and grow clients’ wealth by delivering high quality wealth solutions. Jun holds the Chartered Investment Manager designation and is a Certified Retirement Specialist with TD Wealth Private Investment Advice and is also a Life Insurance Advisor through TD Wealth Insurance Services.

Jun has experience in making public presentations and has often represented TD Wealth in various Asian focused investment forums as a guest speaker. 

To learn more about the knowledge and background that can make a difference to your wealth, please explore Jun’s site or contact him directly at (604) 482-5166.



4_pillar_Chinese_new.jpg

jy 财富管理中文简介.JPG
TD link chinese.png


JY Wealth Management Team is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

Mandarin, English, Chinese

EDUCATION

Bachelor of Engineering, Master of Economics at Zhongnan University of Finance and Economics

A wealth focused approach

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

A Winning Personality

How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...

Retirement Survivor

Some plan for their retirement, others ease into it, and some are forced into it.
Be a retirement survivor and keep your torch burning with this checklist.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

Do you know someone who would benefit from my services?