Jun Yan
Portfolio Manager
Senior Investment Advisor
FCSI®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
Jun's family originally from Shandong, was born and raised in Wuhan, Hubei. He holds a Masters of Economics degree from Zhongnan University of Economics and Law. He immigrated to Canada as a Skilled Worker in 1998.
Jun has been with TD Bank Group since 2000, and before joining TD Wealth, Jun was a Financial Advisor at TD Canada Trust. Jun has mixed knowledge and experience from both China and North America and has developed a unique way to observe the economy. In today’s complex investment world, the ability of an advisor to see the bigger picture, and understand its potential, can make a significant difference.
As a Portfolio Manager and Senior Investment Advisor, Jun and his team try to deeply understand what truly matters to a client's family, and build high quality wealth plans helping clients to grow and pass family wealth to the next generations.
Phone
Fax
(604) 482-5183
Certificates
FCSI®
CIM®
Languages
Mandarin
English
Education
Bachelor of Engineering
Dedicated To Helping You Achieve Your Vision Of Success
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
Meet Jun
In today’s complex investment world, the ability of an advisor to see the bigger picture, and understand its potential, can make a significant difference.
Our Mission
Turn complexity into simplicity, and offer high quality wealth solutions.
PLAN
Building Net Worth
Identifying investment solutions that align to my clients' evolving needs.
Implement Tax Efficient Strategies
Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it's needed.
Protect What Matters
Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
Leaving a Legacy
Helping my clients to build a plan to effectively transfer their wealth.
市场评论
加深您对投资概念的理解并跟上当前的市场趋势。选看各种类实用的每日、每月和季度通讯和资源。
Market Perspectives: The Year Ahead 2025
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
Asian Segment
Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.
MoneyTalk遗产规划清单
遗产规划可能看起来很复杂，但事实无需一定如此。在建立一个和谐协调的遗产计划时，您需考虑这5个关键领域。