Lucas Santos - TD Retail Investment Specialist - Closed

Wealth advisory services only - Not a bank branch - No ABM available

TD Wealth in Surrey, BC offers a range of investing solutions to cater to various needs. Whether you prefer managing your investments independently or seeking personalized advice, TD has options for you. For those with a minimum investment of CDN $100,000, working with a Wealth advisor provides tailored wealth strategies and solutions. TD also assists with selecting investments aligned with your goals through services like TD Mutual Funds and Guaranteed Investment Certificates (GICs). Additionally, with TD Direct Investing, clients can benefit from a 1% cash back offer, making investing more rewarding. Various educational resources and tools, such as the TD Retirement Calculator, are available to help clients make informed decisions. Moreover, TD's commitment to accessibility ensures that all clients and employees are provided with equitable treatment and necessary accommodations. With a multi-year accessibility plan in place, TD Wealth strives to create a barrier-free environment, focusing on inclusivity, diversity, and enhanced communication with people of all abilities. Generated from the website content

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.