Terry Chan-TD Financial Planner
Terry Chan, TD Financial Planner in Edmonton, AB, passionately offers clients integrated financial plans that balance present-day living with future aspirations. Emphasizing understanding and aligning investment solutions with evolving needs, Terry focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for wealth transfer.
With a background in finance and a Certified Financial Planner designation, Terry specializes in guiding clients through retirement planning, tax strategies, and estate planning. By tailoring financial plans to individual needs and goals, Terry aims to create a roadmap towards financial security and legacy-building, ensuring clients are well-prepared for the future.
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