National Bank Financial - Wealth Management

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

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

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.