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PWM Wealth Pillars
Liping Han grew up in China and immigrated to Canada in 2001. Having lived on both sides of the world, she has an in depth understanding of both the Canadian and Chinese culture. She has guided many new immigrants through their financial transition from China to Canada. Her experience gives her great insight on the ways to transfer assets overseas and gain financial momentum.
Liping specializes in working with clients to help create long term and personalized wealth plans. She helps tailor investment strategies that complement life goals and business objectives, as well as estate and charitable giving. She works with TD specialists such as tax planners, private bankers, and insurance specialists to help best cater to each client's needs.
Liping Han holds the CIM® for Chartered Investment Manager designation and has spent the past 10 years serving high-net-worth investors and their families. Prior to working at TD Wealth, she worked as a control analyst at the Canadian Depository for Securities (CDS), and as a financial advisor at Laurentian Financial Services. She graduated from Concordia University in 2004 with a B. Comm. in Finance. She used to be a geological engineer in China before immigrating to Canada.
During her free time, Liping enjoys travelling, taking strolls, and tasting new delicious foods. She is very active in the Chinese community. You will surely see her at your next Chinese event! She lives in Montreal, Quebec with her husband and daughter.
Toll Free: (877) 669-8400
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Chinese, English, French
Bachelor of Finance, Canada, Bachelor of Engineering, China
Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.
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.