Patrick Yan
Senior Private Banker Family Office
BA (Hons)
CSC
M.Sc.
You take care of your business. We take care of the rest.
Phone
Office Location
As a Senior Private Banker, my team and I take a holistic approach to helping meet our clients personal banking needs through a wide range of banking and credit solutions. With busy lives and growing wealth, I am here to support you and your family through each stage, and offer a variety of solutions to support you.
I work closely with clients to help identify their financial goals and then engage TD Specialists who can help clients create and implement an integrated wealth management solution. I provide high touch financial management for clients day-to-day banking and personal lending needs.
Moreover, I focus on identifying undiscovered financial goals and connecting our clients with TD Specialists who are able to provide expertise and guidance on a wide range of products and services tailored to each client's specific investment, estate planning, trust and business succession planning needs.
Certificates
BA (Hons)
CSC
M.Sc.
Languages
English
Mandarin
Specialists For Every Stage Of Your Business
Understanding the often complex needs associated with your busy lifestyle, the demands of managing your business and the challenges of growing your personal wealth is the foundation of what we do.
Benefits of Private Banking
A full-spectrum approach. We go beyond the numbers to truly see the whole you.
Business Expertise
With our knowledge of you, your industry and life cycle, we can support you across all stages of life and business.
Premium Banking Solutions
From everyday transactions to complex banking services, we tailor our solutions to suit your needs.
Investment Management
Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.
Working together every step of the way
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.