Chartwell Asset Management Inc

Charter Group - TD Wealth Private Investment Advice in Langley Twp, BC, offers personalized wealth management services as a part of TD Wealth Private Investment Advice. With over 25 years of experience, the team commits their own savings to model portfolios managed in Langley, ensuring clients only invest in assets they also own. Their fee structure, based on a percentage of invested assets, promotes transparency and aligns interests with clients. The firm caters to various client segments, including business-owner clients, generational family clients, and healthcare professionals, providing tailored solutions and access to a network of industry experts for comprehensive wealth planning. Generated from the website content

Randy Ponte - TD Wealth Private Investment Advice is located in Langley, BC, and offers a range of financial services tailored to individual investment needs. The firm provides access to a variety of advisors including Portfolio Managers, Private Bankers, Financial Planners, and Wealth Advisors to assist clients in achieving their financial goals. With a focus on personalized investment strategies, Randy Ponte and his team are committed to delivering comprehensive financial guidance. Their offerings cater to diverse clientele, ensuring that clients receive tailored advice suited to their unique financial circumstances. 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.