Yen Lo

Yen is an Investment Advisor with TD Wealth Private Investment Advice and holds the Certified Financial Planner (CFP®) designation, bringing a strong foundation in entrepreneurship and multigenerational wealth planning to his role. His involvement in business management began at age 16, supporting his family’s enterprise after immigrating from Hong Kong. With parents who faced language barriers and limited familiarity with the Canadian financial and tax landscape, he gained early exposure to business operations and tax planning, shaping his long-term professional focus.

Throughout his career, Yen has specialized in working with business owners and professional corporations, collaborating closely with accountants and legal advisors to help develop coordinated, tax-efficient strategies. He also supports high-net-worth families, in collaboration with TD specialists, through all stages of wealth planning, including asset accumulation, retirement planning, and estate planning, with a focus on long-term continuity and generational wealth.

Fluent in English, French, and Cantonese, Yen works effectively with clients from diverse cultural and linguistic backgrounds, helping ensure clarity and confidence in complex financial discussions.
Yen is known for his collaborative approach and ability to translate complex concepts into practical strategies aligned with clients’ goals. His experience as a competitive athlete in football, basketball, and baseball from high school through university has shaped his disciplined, team-oriented mindset.

Outside of work, Yen is a devoted husband and father who values family life. He enjoys traveling and cooking, and believes these pursuits foster connection, balance, and perspective.