Danny Chan - TD Wealth Private Investment Advice
Danny Chan is a Senior Investment Advisor with CFP designation and 25+ years in financial services, offering tailored wealth solutions including financial management, investments, retirement, insurance, estate, and tax planning. He focuses on building net worth, protecting assets
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Danny Chan is a Senior Investment Advisor with CFP designation and 25+ years in financial services, offering tailored wealth solutions including financial management, investments, retirement, insurance, estate, and tax planning. He focuses on building net worth, protecting assets, implementing tax-efficient strategies, and legacy planning for clients across life stages.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Stony Plain families.
Stony Plain, AB
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| Danny Chan - TD Wealth Private Investment Advice · this provider | — | — | Tax & Financial Planning |
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