Bharat Khanna - TD Account Manager Small Business

Edgestone Partners, based in Delta, British Columbia, specializes in providing customized financial planning strategies. Their team offers solid advice and cutting-edge solutions to help individuals, families, and business owners build, preserve, and manage wealth. They take a fresh approach to financial goal management, allowing clients to concentrate on their dynamic lives. With a highly experienced team of financial professionals, Edgestone Partners prides itself on delivering innovative and tailored financial planning strategies. Whether clients are embarking on their financial journey or are at a more advanced stage, the company is dedicated to offering solutions that are specifically designed to meet their unique needs. Generated from the website content

Raymond James in Delta, BC, offers comprehensive wealth management solutions tailored to meet the individual needs of clients, including individuals, families, businesses, and professionals. Their experienced financial advisors focus on building, protecting, and transferring wealth while implementing personalized strategies designed to achieve financial goals and ensure legacy planning. With a structured process that emphasizes understanding clients' unique aspirations, Raymond James draws upon analytical insights to manage market risks and identify investment opportunities. Their commitment to acting with care, honesty, and good faith underlines their dedication to serving clients' best interests at every stage of their financial journey. Generated from the website

Chaoling Gan is an Account Manager specializing in Small Business services in Richmond, BC. With a focus on providing tailored financial solutions, Chaoling aims to support local businesses in achieving their financial goals. Fluent in multiple languages, including English and several others, Chaoling is dedicated to enhancing accessibility and communication for diverse clientele. This commitment ensures that small business owners can receive personalized assistance in navigating their financial needs. Generated from the website