Jerry Lu - TD Retail Investment Specialist

Softron Tax is a leading tax preparation service based in North York, Ontario, with 35 locations across the province and options for remote filing throughout Canada. Their team of tax experts provides tailored solutions for personal and corporate tax services, estate planning, and managing U.S. and overseas taxes. In addition to traditional tax preparation, Softron Tax offers educational courses to help clients understand essential tax concepts and deductions. Their comprehensive services extend to assisting clients in reducing tax liabilities related to the sale of property and navigating the complexities of expatriation tax. Generated from the website

Merit Insurance Brokers Inc. is a reputable insurance brokerage located in Ontario, offering a diverse range of personal and commercial insurance products. Their services include coverage for auto, home, recreational vehicles, and business liabilities, ensuring comprehensive solutions tailored to clients' needs. With multiple locations in Toronto, Waterdown, and Goderich, Merit Insurance focuses on providing personalized customer service and expertise. Their dedicated team is committed to guiding clients through the insurance process and helping them make informed decisions for their protection and peace of mind. Generated from the website

WebSan Solutions Inc. is a multi-award-winning firm based in Toronto, recognized for its exceptional customer service and innovative software solutions designed to empower businesses across various industries. Specializing in Microsoft Dynamics 365 and related technologies, the company offers tools that assist small and medium-sized businesses with ERP, CRM success, cloud transitions, and specialized supply chain support. The company's expertise includes cloud migrations, failed implementation rescues, and the provision of a comprehensive add-on app library for Microsoft Dynamics. WebSan Solutions is acclaimed for its commitment to quality and customer success, consistently helping clients realize their full potential through tailored software solutions. Generated from the website