Allison Matias-TD Financial Planner

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3300 Monarch Dr
Orillia, ON L3V 8A2
+1 (705) 329-4626
https://financialplanners.td.com

Allison Matias is a Senior Financial Planner at TD Wealth in Orillia, ON, with over two decades of experience in the financial services industry. She specializes in building strong client relationships and helping individuals and businesses achieve their financial goals through comprehensive planning in areas such as retirement, tax, and estate planning.

With a Bachelor of Commerce from Ryerson University and the CERTIFIED FINANCIAL PLANNER certification, Allison is dedicated to creating personalized financial strategies that adapt to her clients' evolving needs. Her approach emphasizes understanding clients' aspirations and providing ongoing support to ensure their financial plans remain aligned with their objectives.

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Allison Matias - TD Financial Planner

Allison Matias - TD Financial Planner

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.
Morse Wealth - TD Wealth Private Investment Advice

Morse Wealth - TD Wealth Private Investment Advice

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.
Joshua Wiedemann - TD Financial Planner

Joshua Wiedemann - TD Financial Planner

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.
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