Andrew Trentadue - TD Financial Planner

Andrew Trentadue, operating as a Financial Planner in Barrie, ON under the TD Wealth umbrella, is dedicated to crafting comprehensive financial plans that strike a balance between present enjoyment and future aspirations. By taking the time to delve into clients' financial situations, he not only addresses their current circumstances but also incorporates their goals and motivations. Whether the objective is retirement preparation or embarking on a new business venture, Andrew is poised to offer steadfast guidance every step of the way. Andrew’s approach revolves around four core areas: bolstering net worth by identifying investment avenues tailored to clients' evolving needs, implementing tax-efficient strategies to minimize tax exposure while upholding income availability, safeguarding valuable assets by integrating protective measures, and facilitating the establishment of a solid legacy strategy for effective wealth transfer. Andrew Trentadue, with a Bachelor of Business Administration (Honors) and Certified Financial Planner (CFP®) qualifications, stands ready to collaborate on building a secure financial future in the heart of Barrie. His commitment to understanding clients' individual circumstances and aspirations sets the stage for a personalized and evolving financial journey. Generated from the website content

Philip Marinelli - TD Account Manager Small Business in Barrie, ON offers small business accounts, banking, and borrowing solutions tailored to meet individual needs. Their expert team is dedicated to guiding clients towards the right business tools and systems to achieve their goals, building strong relationships along the way to elevate businesses to the next level. With a variety of services and products, TD Small Business Banking is committed to assisting clients in managing and growing their businesses effectively. From credit cards to cash flow solutions and credit options, they strive to find innovative ways to propel businesses forward and ensure success. Generated from the website content

Caroline Gauthier - TD Mobile Mortgage Specialist in Barrie, ON offers personalized mortgage solutions for clients seeking to purchase or refinance properties. With a focus on mobile accessibility, the company strives to provide convenient and efficient mortgage services to meet individual financial needs. Specializing in mortgage products and services, Caroline Gauthier - TD Mobile Mortgage Specialist assists clients in navigating the complexities of the home loan process. The company's expertise lies in helping customers secure competitive mortgage rates and terms tailored to their specific circumstances. Generated from their business information