Yan Shi - TD Financial Planner

Open 9:00 AM - 5:00 PM (Wed) See Hours
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Yan Shi is a dedicated Financial Planner located in Vancouver, with over 7 years of experience in financial services. Specializing in creating integrated financial plans, Yan focuses on helping clients balance their current lifestyle with future goals.

Working alongside a team of specialists in investment management, tax optimization, and financial protection, Yan ensures that all aspects of your financial well-being are addressed. With a personal touch, Yan strives to adapt financial strategies as clients' needs evolve, making a significant impact in their lives.
Our Services
Yan Shi offers a range of specialized financial services designed to help clients achieve their financial goals:

✔️ Comprehensive financial planning
✔️ Retirement planning to secure your future
✔️ Tax planning to minimize liabilities
✔️ Investment strategy development
✔️ Estate planning to ensure a smooth wealth transfer

Each service is tailored to meet the diverse needs of clients in Vancouver, ensuring you receive the guidance necessary for your financial journey.
Why Choose Us?
Choosing Yan Shi as your financial planner means you're securing professional guidance tailored to your unique financial situation. Here’s why clients trust us:

✔️ Expertise in integrated financial planning
✔️ Personalized strategies to build your net worth
✔️ Focus on tax-efficient solutions to maximize your income
✔️ Commitment to client-focused service and long-term relationships

Reach out today and take the first step towards securing your financial future!
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Location & Hours:
2755 Lougheed Hwy. #11
Port Coquitlam, BC V3B 5Y9
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