Colin Wright - TD Wealth Private Investment Advice

Carrie Lentz - TD Wealth Private Investment Advice, based in Kelowna, BC, is dedicated to providing personalized wealth planning and investment strategies tailored to individual goals. In a time of market complexities, they aim to offer clarity and confidence by aligning investments with clients' visions for the future. With a focus on understanding clients' priorities and goals, Carrie Lentz emphasizes collaboration to create realistic and purposeful wealth plans. By offering tailored solutions and ongoing support, they strive to help clients manage, grow, and protect their wealth while providing insights and timely updates to adjust strategies as needed. From protecting assets to arranging estate planning, Carrie Lentz offers a range of services designed to address unique needs. Their team of experienced professionals is committed to guiding clients through wealth strategies, retirement planning, and wealth transfer, ensuring clients feel supported and informed throughout their financial journey. Generated from the website content

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.