Seniority
Manager
Department
General Business & Management
Location
Vancouver
Industry
Banking
Company size
105K
Contact information
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r•••••••@td.com
Phone
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Background
About Rex Chan
I am a dedicated financial services professional with over two decades of industry experience with positions in retail and business banking, sales and strategy, coaching, relationship management and a variety of leadership roles. I have attained several rewards and recognition in individual and team performance with key focuses on client relationship, business development and professional service experience. My drive has always been about people, making connections and delivering positive impact or advice. On the volunteerism front, I am an active member of Ascend Canada’s Vancouver chapter and serve on the leadership committee helping Ascend Canada and their partnership firms build a better future for diversity leadership and talent. TD Wealth At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we`re dedicated to delivering tailored, comprehensive wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself. We believe in our vision, our team – and your future. We believe in serving Canadian families with leading-edge behavioural science, which provides insight into how people make decisions, so we can discover and address financial blindspots. And most of all we believe in informed advice that’s designed to: • Grow your net worth based on carefully selected investment solutions • Keep more of what you’ve earned through tax-efficient investing strategies • Protect what matters from disruption and other external risk factors • Build a personal legacy using estate planning, trusts and philanthropy TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
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