TD Bank Private Banking - Elizabeth Cameron

Carrie Lentz - TD Wealth Private Investment Advice, based in Kelowna, BC, is dedicated to providing personalized wealth planning and investment strategies tailored to individual goals. In a time of market complexities, they aim to offer clarity and confidence by aligning investments with clients' visions for the future. With a focus on understanding clients' priorities and goals, Carrie Lentz emphasizes collaboration to create realistic and purposeful wealth plans. By offering tailored solutions and ongoing support, they strive to help clients manage, grow, and protect their wealth while providing insights and timely updates to adjust strategies as needed. From protecting assets to arranging estate planning, Carrie Lentz offers a range of services designed to address unique needs. Their team of experienced professionals is committed to guiding clients through wealth strategies, retirement planning, and wealth transfer, ensuring clients feel supported and informed throughout their financial journey. Generated from the website content

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