Ryan Vassel

Ryan Vassel is a Senior Financial Planner at TD Wealth Financial Planning, based in Surrey, British Columbia, Canada.12 Here's a comprehensive overview of his professional background and qualifications:

Education and Certifications

Ryan Vassel holds impressive academic and professional credentials:

• Master's degree in Business Administration (MBA) from Dalhousie University12
• Certified Financial Planner (CFP®) designation conferred by FP Canada12
• Chartered Investment Manager (CIM) designation1

Professional Experience

Ryan has been working in the financial services industry since 2009, focusing on building strong client relationships and helping customers achieve their personal financial goals.1 As a Senior Financial Planner at TD Wealth Financial Planning, he specializes in creating detailed financial plans for his clients.

Areas of Expertise

In his role, Ryan concentrates on four key areas:

1. Building net worth
2. Implementing tax-efficient strategies
3. Protecting what matters to clients
4. Helping clients leave a legacy

He works closely with clients to develop personalized financial plans that balance current needs with future goals.1

Approach to Financial Planning

Ryan's approach to financial planning involves:

1. Initial discovery to understand client priorities and goals
2. Developing a personalized financial plan
3. Implementing the plan through official onboarding and account transfers
4. Connecting clients with TD specialists for diverse needs
5. Regular communication and updates
6. Periodic reviews to ensure the financial plan evolves with the client's changing needs1

Ryan Vassel is committed to helping his clients feel more confident about their financial future and is passionate about guiding them through various financial milestones, from starting a new business to planning for retirement.1