Seniority
Staff
Department
Finance & Accounting
Location
Vancouver
Industry
Banking
Company size
105K
Contact information
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m•••••••@td.com
Phone
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Background
About Marlon Shi
I am a Financial Planner at TD Wealth Financial Planning, focused on helping clients make confident financial decisions at every stage of life. My approach is relationship-driven—I take time to understand each client’s goals and provide clear, practical strategies for building and protecting wealth. I’m passionate about guiding families and professionals through investments, retirement planning, and legacy planning, with an emphasis on long-term trust and care. Outside of work, I enjoy staying active, exploring Vancouver’s food scene, and participating community activities that keep me connected and grounded.
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