Fei Yan-TD Financial Planner

Fei Yan-TD Financial Planner, located in Ottawa, ON, is led by Lily Liu, a dedicated professional with a focus on helping clients achieve their financial goals. Lily holds a master's degree in Engineering Entrepreneurship and Innovation from McMaster University and is a Certified Financial Planner. She is committed to fostering strong client relationships and instilling confidence in her clients' financial futures.

At Fei Yan-TD Financial Planner, the team offers services such as tax planning, retirement planning, and estate planning. They work closely with clients to assess strategies that can reduce tax burdens, determine retirement needs, and ensure that clients' wishes are carried out effectively through estate planning. The team's goal is to help clients feel more secure about their financial future.

By taking the time to understand each client's unique needs and goals, Fei Yan-TD Financial Planner develops personalized financial plans that evolve with clients over time. The team communicates regularly with clients to keep them informed and engaged in their financial journey, offering access to exclusive thought leadership content and expert insights. Clients can trust Fei Yan-TD Financial Planner to provide tailored financial guidance to help them navigate setbacks and turn financial challenges into success stories.

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