Avi Lakhani - TD Financial Planner

Agnes Krause is associated with TD Wealth Private Investment Advice, located in Waterloo, ON. The firm specializes in providing tailored financial services, including investment advice, portfolio management, and wealth management solutions. Clients can access a range of financial professionals, such as private bankers, financial planners, and wealth advisors, ensuring personalized support for their financial needs. The company emphasizes privacy, security, and legal compliance in its operations to maintain client trust. 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.

Michael Leach & Associates Wealth Management in Waterloo, ON offers tailored services to help individuals manage, grow, and protect their wealth. The team collaborates with clients to identify priorities and create customized plans to address specific financial needs, including asset protection, charitable giving, tax strategies, and estate planning. Specializing in investment planning, the team draws on the expertise of TD investment professionals to manage portfolios and identify market opportunities. Additionally, they provide assistance with estate planning, transfer of wealth, and retirement planning, offering strategies to protect family wealth, minimize estate taxes, and ensure a comfortable retirement. With a focus on prioritizing client goals, the team at Michael Leach & Associates Wealth Management aims to empower individuals to achieve financial success through proactive reviews, tailored solutions, and personalized financial plans. Their comprehensive approach helps clients feel confident in their financial future, whether they are retirees, entrepreneurs, or multi-generational families. Generated from the website content