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Jun Yan

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CIM®
  • FCSI®

"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.


I work with

  • High net worth client
  • Have reasonable investment time horizon 
  • Like to hire professional wealth managers



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.

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ADDITIONAL CONTACT

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

LANGUAGES

English, Chinese

EDUCATION

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

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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.

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