Li Ping Han
Senior Investment Advisor
Associate Portfolio Manager
CIM®
B.Comm.
Working together to help you achieve what truly matters to you
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Office Location
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 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 Chartered Investment Manager designation (CIM®) and has spent the past 16 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.
Phone
Fax
(514) 289-0032
Certificates
CIM®
B.Comm.
Languages
English
French
Mandarin
Education
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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