Patrick Yan
Senior Private Banker Business Owners
BA (Hons)
CSC
You take care of your business. We take care of the rest.
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As your Senior Private Banker, Business Owners, I am dedicated to bring the bank to you and to meet with you when and how it suits you best. Acting as your guide, I’ll provide you with access to custom solutions, products and services from across TD Bank Group (TD). I can collaborate with your team of outside professionals to help integrate our solutions with all other aspects of your life.
I am here to help you simplify your financial life so you can focus on the things that matter most to you. Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities.
Certificates
BA (Hons)
CSC
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.
Deep Discovery
We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.
Business Expertise
With our knowledge of you, your industry and life cycle, we can support you across all stages of life and business.
Goals-Based Advice
Guided by your goals, we help curate banking and wealth solutions that are tailored to your needs.
Working together every step of the way
Simplify your finances
- 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 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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Federal Budget 2023: What you need to know
Article
Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Medical professionals: What new capital gains rules mean for you
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Medical professionals: What new capital gains rules mean for you
Proposed changes to the capital gains inclusion rate in the latest federal budget are creating some concern for medical professionals. How could the changes impact your retirement strategy, particularly if you have investments inside your corporation? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss.
Monthly Perspectives: The Perfect Gift
PDF
Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Federal Budget 2024: How proposed new taxes and spending could impact the economy
Article
Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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Money Talk
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Money Talk
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