Sorain Smaddar - TD Financial Planner

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

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.

Rick Weber-TD Financial Planner in Surrey, BC offers financial planning services to individuals seeking guidance in managing their wealth and achieving their financial goals. Rick Weber, a Senior Financial Planner with extensive experience in the financial services industry since 1999, is dedicated to building personalized financial plans tailored to each client's unique needs. With a Bachelor of Arts degree in Economics from the University of Victoria and holding the CERTIFIED FINANCIAL PLANNER™ certification, Rick Weber is committed to fostering strong client relationships and helping clients navigate the complexities of tax planning, retirement planning, estate planning, and investment strategies. By focusing on understanding clients' goals and financial positions, Rick Weber aims to create comprehensive financial plans that align with clients' aspirations. Clients can expect a collaborative approach from Rick Weber, where financial goals are defined, financial positions are assessed, investment opportunities are explored, and a customized financial plan is created with timelines to achieve objectives. As clients' goals evolve, Rick Weber remains dedicated to reviewing and adjusting the financial plan accordingly, providing ongoing support and guidance as clients' circumstances change. Generated from the website content