Patrick Yan, Private Banker,Toronto, ON

Phone

Office

Mobile

Office Location

66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2. map

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

M.Sc.

Languages

English

Mandarin

Specialists For Every Stage Of Your Business

You'll have access to a knowledgeable team of planning specialists who can help you with strategies to grow and transition your wealth. TD specialists provide private wealth management, commercial banking solutions, estate planning, strategic tax planning and business succession planning.

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.

Meet Our Specialists

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Associates

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 returns, and invest tax-efficiently.

Working together every step of the way

Focus on what you do best – running your business – with help from my team and I who understand the complexities and the unique challenges you may face. Catering to the needs of business owners and entrepreneurs, our team of specialists can help simplify your finances and create a robust wealth plan.

Simplify your finances

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 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.

Let's Connect

Patrick Yan