Index Wealth Management

Jonas Kelly-TD Wealth Private Investment Advice, situated in Winnipeg, Manitoba, offers a range of financial services to individuals seeking personalized wealth management solutions. With a focus on tailored investment strategies, the firm aims to assist clients in achieving their long-term financial goals. Whether one is looking for a knowledgeable Investment Advisor, skilled Portfolio Manager, experienced Private Banker, dedicated Financial Planner, or a proficient Wealth Advisor, the firm provides access to professionals who can offer expert guidance and advice. Emphasizing privacy and security, Jonas Kelly-TD Wealth Private Investment Advice is committed to upholding the highest standards of client confidentiality and legal compliance. Generated from the website content

Adaptive ETF, based in Winnipeg, MB, specializes in global investment strategies through its Adaptive ETF Strategy Global Tactical Fund, which focuses on creating a diversified portfolio primarily consisting of exchange-traded funds (ETFs). The fund aims to provide long-term capital growth while ensuring superior downside protection during market stress, catering to both individual and institutional investors. Committed to responsible investing, Adaptive ETF collaborates with clients to develop socially responsible investment portfolios that minimize risk and maximize returns, all while contributing to a better world. Recognized as Canada's leading ETF strategist, the company leverages data insights and professional expertise to navigate complex global markets and adapt to the ever-changing economic landscape. 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.