Kerri Major-TD Financial Planner

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789 Ryan Rd
Courtenay, British Columbia V9N 3R6
+1 (778) 335-9421
https://financialplanners.td.com

Kerri Major-TD Financial Planner in Courtenay, British Columbia, offers integrated financial planning services with a focus on creating balanced plans for clients to enjoy their present while securing their future. Understanding clients' financial circumstances and motivations is integral to Kerri Major's approach, whether assisting with retirement planning or business ventures.

With a commitment to building net worth, implementing tax-efficient strategies, protecting assets, and facilitating wealth transfer, Kerri Major focuses on four key areas to meet clients' evolving needs. By leveraging expertise from TD specialists, clients receive tailored financial plans that align with their goals and aspirations.

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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.
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