Derek Pan - TD Financial Planner

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3308 Shrum Ln
Vancouver, BC V6S 0B9
+1 (604) 235-9808
http://financialplanners.td.com

Derek Pan - TD Financial Planner, located in Vancouver, BC, is dedicated to helping clients build their financial future through fully integrated financial plans. As a Senior Financial Planner with TD Wealth Financial Planning, Derek focuses on understanding clients' financial circumstances, objectives, and motivations. Whether planning for retirement or starting a business, Derek is committed to guiding clients through investment solutions tailored to their evolving needs.

Derek emphasizes four key areas in his role: building net worth, implementing tax-efficient strategies, protecting valuable assets, and assisting clients in leaving a legacy. With certifications in M.Com, CFP®, B.Sc., and proficiency in English and Mandarin, Derek offers expertise in tax planning, retirement planning, and estate planning to ensure clients' priorities and goals are addressed and supported.

At TD Wealth Financial Planning, the focus is on creating customized financial plans that encompass clients' needs, goals, and expectations. By collaborating with clients to define their financial aspirations, TD Wealth Financial Planning helps individuals and families set a course towards a secure and prosperous financial future. The approach involves ongoing communication, tailored strategies, and access to expert advice to adapt the financial plan to changing circumstances over time.

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Canada›British Columbia›Vancouver›Derek Pan - TD Financial Planner