Planner profile image
In Good Standing
First Certified in 2021

Yun Liang Xiao (Daisy Xiao)

Financial Planner, Wealthsimple

Certified CFP Logo CFP Professional English Cantonese Mandarin
Make a Complaint

Disciplinary history

Learn More

No

Scheduled proceeding

Learn More

No

Client focus

Learn More
Intergenerational Families New Canadians Retirees Widows/Widowers Women Young Professionals

Financial planning services offered

Learn More
Divorce and separation Education planning Employee/Group benefit plans Estate planning Executive compensation and benefits Investment New Canadian Socially Responsible Investing (SRI) Retirement planning Tax planning Working with women

Minimum investible assets

Learn More

No minimum

Payment model

Learn More

Other

Location

Learn More

80 Spadina Ave., 4th Gloor, Toronto, ON, Canada, M5V 2J4

Directions

FP Canada publishes Reports on Disciplinary Actions and public notice of upcoming FP Canada Discipline Enforcement Hearings, where applicable, in the profile of any impacted FP Canada certificant.