National Bank Financial - Wealth Management

Randy Zayshley - TD Wealth Private Investment Advice in Kelowna, BC, offers a range of financial services including investment advice, portfolio management, private banking, and financial planning. Clients can easily find qualified professionals through personalized searches by name or location, ensuring tailored financial support. Committed to privacy and security, the firm operates under the TD Group Financial Services umbrella, with services available that may vary by jurisdiction. Their focus on accessibility allows clients to engage with financial experts suited to their individual needs. Generated from the website

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