Adam Walker - Investors Group

Tridelta Financial Partners, located in Toronto, Ontario, specializes in helping affluent Canadians confidently plan, manage, and secure their financial futures with a personal touch. The company offers integrated services tailored to individual goals and needs, serving as a steward of family wealth and success. Tridelta's services encompass financial planning, investment management, and bespoke insurance solutions, ensuring clients' financial security and safety beyond their lifetime. The firm takes a big-picture approach, considering assets, liabilities, and investments in alignment with unique values, goals, and requirements. With a team of experienced wealth advisors who are certified financial planners and registered investment counsellors, Tridelta stands out for its holistic and collaborative approach. By prioritizing trust, understanding, and personalized guidance, the company aims to provide successful wealth counseling that aligns with clients' family dynamics and lifestyle. Generated from the website content

Vicky Liu - TD Wealth Private Investment Advice is located in North York, ON, offering a range of financial services to assist clients in managing their investments effectively. The firm provides access to various financial professionals, including investment advisors, portfolio managers, private bankers, financial planners, and wealth advisors, ensuring tailored guidance for each client's unique needs. The company focuses on delivering personalized financial solutions, with services that can be searched by name or location, catering to a diverse clientele seeking comprehensive wealth management. Committed to client satisfaction, Vicky Liu and her team emphasize privacy, security, and compliance within the financial services industry. 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.