iA Private Wealth

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.

Colin Wright - TD Wealth Private Investment Advice, located in Kelowna, BC, offers a variety of financial services tailored to meet individual client needs. Their team includes Investment Advisors, Portfolio Managers, Private Bankers, Financial Planners, and Wealth Advisors, ensuring comprehensive support for diverse financial goals. Committed to security and accessibility, the firm provides clients with tools to find the right financial professional based on their specific requirements. With a focus on personalized advice and innovative solutions, Colin Wright - TD Wealth aims to guide clients through their investment journeys. Generated from the website

Aviso Wealth, located in Kelowna, BC, offers tailored solutions and expertise to help individuals and businesses grow and protect their wealth. With a focus on personalized services, Aviso aims to assist clients in achieving their financial goals. As a certified Great Place to Work®, Aviso values its exceptional culture, understanding that it leads to exceptional results. The company prides itself on offering interesting and challenging work opportunities, emphasizing career development and a supportive team environment. With over $140 billion in assets under administration and management, Aviso has over 30 years of experience delivering comprehensive wealth solutions. The company collaborates with 300 partners, supporting 3,000 investment advisors on its platforms, contributing to a healthy Canadian wealth ecosystem. Generated from the website content