Edward Jones - Financial Advisor: Carol Chen

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Oberman Mangione Family Wealth, part of TD Wealth Private Investment Advice, is located in Markham, Ontario, and offers tailored financial services to individuals and families. They provide a range of expert advisors, including Investment Advisors, Portfolio Managers, Private Bankers, Financial Planners, and Wealth Advisors, to meet their clients' diverse financial needs. The firm emphasizes accessibility and personalization, allowing clients to search for advisors by name or location to find the right fit for their financial goals. As part of the TD Group, they adhere to strict privacy and security protocols, ensuring clients can trust their financial matters are handled with care. 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.