Susan Yao-Arkilander, Investment Advisor,Markham, ON

Phone

Office

Mobile

Office Location

220 Commerce Valley Drive West Suite 300 Markham, ON L3T 0A8. map

As you achieve your life's goals from years of hard work, you may realize that your financial situation is becoming more complex. When you arrive at this stage of life and need professional assistance with wealth and investment management, we can provide our professional advice and services.

In addition to managing your investment portfolios, we offer customized wealth advisory services to high net worth clients in collaboration with TD specialists trained in tax, law, estate, insurance and more. This may include:

Planning to optimize your wealth from a business sale
Intergenerational wealth transfer strategies
Multi-jurisdictional families estate planning
Strategies to optimize tax efficiency by allocating investment assets to family trusts, holding companies, registered and non-registered accounts
Using tax-sheltered insurance policies
Creating strategies for charitable gift-giving to your own family foundations well in advance of the actual gifting

Prior to being invited to join TD Wealth Private Investment Advice, Susan was an investment and wealth advisor with RBC Dominion Securities where she won the 2008 Best Practice Advisor by DS Advisory Board. Her 25+ years of experience in various roles as a branch manager/ assistant vice president in a Citigroup affiliate in Asia, and also as a private banker and a senior planner with another Canadian bank, gives her a distinct advantage in developing solid client relationships and providing world-class solutions to the more complex needs of her high net worth clients.

Susan has obtained prestigious designations of Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) as well as completed her LLQP certification on insurance. She is also a Life Insurance Advisor with TD Wealth Insurance Services. She has a graduate degree in MBA in addition to her Bachelor of Science in Architecture. She can fluently speak and write English, Chinese Mandarin, Chinese Fukienese/ Taiwanese, and Tagalog.

To help ensure her clients make sound and informed decisions, Susan is passionate about educating her clients about the various choices of investment and wealth strategies available to them. She takes extra time and care with her clients to prevent them from making unsound short-term decisions based on emotions. Enduring several market crashes during the "great recession of 2008-2009", Covid crash of 2020 and Inflation crash of 2022, she is proud of her time-tested sound advice and disciplined investment management approach.

Phone

Toll Free

1(800) 322-1777

Fax

(905) 707-2049

Branch Phone

(905) 707-2021

Branch Fax

(905) 707-2049

Certificates

CFP®

CIM®

MBA

Languages

English

Mandarin

Chinese

Fookien

Taiwanese

Filipino

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.