Melanie Roberts - TD Account Manager Small Business

Assante Capital Management Ltd is a financial services firm based in Brantford, ON, specializing in wealth management and investment advisory services. With a team of experienced professionals, they offer personalized financial planning solutions to help clients achieve their financial goals. Generated from their business information

Sherry Conlin - TD Account Manager Small Business, situated in Brantford, ON, specializes in providing small business accounts, banking services, and borrowing solutions to local entrepreneurs. Committed to understanding each client's unique business needs, they offer tailored services, products, and expert advice to assist businesses in achieving their individual goals. With a focus on building strong relationships and guiding clients towards the right business solutions, Sherry Conlin - TD Account Manager Small Business aims to help businesses thrive and reach new heights. Their expertise and personalized approach ensure that businesses receive the support they need to succeed in the competitive market. By offering a range of services including small business accounts, credit cards, cheque deposit solutions, cash flow strategies, and credit solutions, Sherry Conlin - TD Account Manager Small Business equips businesses with the tools and resources necessary to effectively manage and grow their operations. Generated from the website content

Investment Planning Counsel (IPC) provides personalized financial advising tailored to individual client needs, prioritizing human-centered communication to facilitate understanding and engagement in financial matters. Committed to adapting to clients' varying life stages, IPC offers flexible meeting options and varying levels of service, ensuring each client feels heard and supported in achieving their financial goals. With a focus on wealth management, retirement planning, and wealth transfer strategies, IPC aims to foster meaningful relationships that enhance financial literacy and confidence among its clients. Through comprehensive advice delivered in a clear, thoughtful manner, IPC empowers clients to navigate the complexities of investing while respecting their specific risk tolerances and preferences. Generated from the website