iA Private Wealth

Akshat Kaushal-TD Financial Planner in Brampton, ON, specializes in comprehensive financial planning for individuals and businesses. Their team of experienced financial planners focuses on creating tailored strategies that align with clients' short and long-term financial goals, leveraging research and innovative tools to ensure success. Services offered include retirement planning, estate and will planning, investment management, and tax planning. With a commitment to simplifying complex financial processes, they aim to help clients maximize their wealth and achieve financial security through personalized support and expert guidance. Generated from the website

Khyati Harsora is a TD Account Manager specializing in small business banking solutions in Brampton, Ontario. With a focus on supporting local entrepreneurs, Khyati provides tailored financial advice and resources tailored to the unique needs of small businesses. As part of TD, Khyati Harsora integrates comprehensive banking services designed to foster the growth and success of small enterprises. Her expertise ensures clients receive personalized assistance in navigating their financial landscape effectively. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.