Nancy Chen-TD Financial Planner
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Nancy Chen is a Senior Financial Planner at TD Wealth in Markham, Ontario, with over 18 years of experience in the financial services industry. She specializes in building strong client relationships and helping individuals and businesses achieve their financial goals through personalized planning and investment strategies.
With a Bachelor of Science degree in Human Biology from the University of Toronto and the Certified Financial Planner designation, Nancy focuses on key areas such as net worth building, tax-efficient strategies, wealth protection, and legacy planning. Her commitment to understanding clients' needs ensures that their financial plans evolve alongside their changing goals and aspirations.
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