National Bank Financial - Wealth Management

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.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

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