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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.
MAP
LIST
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Jun Yan
Associate Portfolio ManagerSenior Investment Advisor
- CIM®
- FCSI®
- M.Econ
Working together to help you achieve what truly matters to you
5811 Cooney Road Suite 306 Richmond, BC V6X 3M1Map
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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.
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
EDUCATION
Bachelor of Engineering, Master of Economics at Zhongnan University of Finance and Economics
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
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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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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