Sophia Wu - TD Financial Planner

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal...

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal...

Calvin Li - TD Financial Planner in Vancouver, BC, operates as a dedicated financial planning service within TD Wealth. As a Senior Financial Planner, Calvin Li focuses on providing clients with comprehensive financial plans that strike a balance between current lifestyle needs and future goals. He takes the time to deeply understand each client's financial situation, objectives, and motivations, whether they are planning for retirement or starting a new business. Calvin Li's approach centers on four key areas: building net worth by identifying investment solutions tailored to evolving needs, implementing tax-efficient strategies to reduce tax exposure, leveraging TD specialists to protect clients' assets, and assisting clients in leaving a lasting legacy through effective wealth transfer planning. He holds certifications as a CFP®, B.Sc., and QAFP™, and is fluent in Cantonese, Mandarin, and English. At Calvin Li - TD Financial Planner, clients can expect personalized financial plans that address their current circumstances and future aspirations. The firm's emphasis on understanding client needs and providing tailored strategies helps ensure that each financial plan aligns with individual goals, guiding clients toward the future they envision for themselves and their families. With a commitment to ongoing support and adaptation to changing needs, Calvin Li aims to build lasting relationships focused on achieving clients' financial aspirations. Generated from the website content