Jason Xia - TD Financial Planner

Jason Xia, located in Oakville, ON, is a TD Financial Planner offering personalized wealth management services. Specializing in tax planning, the team works to minimize tax burdens through strategic recommendations, income splitting, and utilizing available tax deductions and credits.

With a focus on retirement planning, Jason Xia provides tailored strategies to help clients achieve their retirement goals. Services include determining retirement income needs, implementing savings plans, tax reduction strategies during retirement, and optimizing government benefit timing.

Additionally, the firm emphasizes estate planning to ensure clients' wishes are met, offering guidance on wills, power of attorney, wealth transfer, and executor services. The team follows a structured approach to create customized financial plans, focusing on client priorities, tax minimization, appropriate asset allocation, and consistent communication to ensure plan alignment and client confidence.

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