Marco Lamanna - TD Account Manager Small Business

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.

Investia Financial Services Inc., located in Burlington, Ontario, is a wholly-owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a prominent provider of life and health insurance. The company specializes in offering a range of financial products and services, including mutual funds, savings, and insurance solutions tailored to meet individual client needs. Investia emphasizes the value of working with a financial advisor, highlighting that individuals who engage with advisors for 15 years or more accumulate significantly greater savings compared to those who do not seek financial advice. Through their Advisor Centre, clients can easily find mutual fund representatives in their area to guide them in making informed financial decisions. Generated from the website

TD Small Business Banking is dedicated to supporting clients in achieving their unique business banking needs through a range of tailored services and products. Their expertise allows for the guidance of clients towards effective business solutions, fostering strong relationships that help elevate businesses to new heights. They offer various tools designed for small businesses, including specialized accounts, credit cards, cash flow strategies, and innovative cheque deposit solutions. Additionally, TD provides valuable resources such as calculators to aid in financial forecasting and loan management, ensuring that clients can make informed decisions for their business growth. Generated from the website