Thomas Sinclair - TD Account Manager Small Business

Alisa Munro is a Senior Financial Planner with TD Wealth Financial Planning in Okotoks, AB, dedicated to creating fully integrated financial plans that balance current living with future goals. She focuses on building net worth, implementing tax-efficient strategies, and protecting clients' assets while helping them leave a lasting legacy. With a commitment to understanding her clients' unique needs and aspirations, Alisa offers personalized advice in areas such as tax planning, retirement readiness, and estate planning. Her approach ensures that financial plans evolve alongside clients' changing circumstances, fostering a long-term relationship built on trust and guidance. Generated from the website

Adel Al Najem and the TD Small Business Banking team in Okotoks, AB, are dedicated to supporting small businesses through tailored banking solutions and expert advice. Their comprehensive range of products is designed to address various business needs, including accounts, credit cards, cash flow strategies, and innovative deposit solutions. Committed to fostering strong client relationships, they empower businesses to achieve their unique goals and navigate the challenges of the current market. With a focus on providing effective tools and resources, they strive to help small businesses thrive and grow beyond their expectations. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.