Tiffany Yang
Phone
Office Location
Tiffany works with high net worth individuals, executives, professionals, business owners and their families who are looking for personalized attention for their banking & wealth needs. She takes a holistic approach to understanding her clients' goals, and with the support of TD Wealth specialists, she provides customized wealth management solutions. This could include estate planning, credit solutions, investment management, business succession planning, and charitable giving. Her priority is to support her clients in achieving their ideal lifestyle, career and legacy by offering convenience and flexibility.
Tiffany joined TD Canada Trust in 2005, and TD Wealth in 2012. She holds a Bachelor of Arts Degree with a major in Economics from the University of British Columbia, Personal Financial Planner (PFP) designation and the Certificate in Retirement Strategy (CRS).
When she's not at work, Tiffany enjoys traveling the world and entertaining friends at the family cabin.
Please note, I am currently out of office on maternity leave. Should you have any questions, comments or concerns, please do not hesitate to reach out to Kevin Leung at Kevin.C.Leung@td.com.Thank you!
Phone
Fax
(604) 654-8636
Certificates
PFP®
B.A.
Languages
English
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Dedicated To Helping You Achieve Your Vision Of Success
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We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
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.
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