Morgan & Partners Inc.

From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered

Jenny Cho-TD Financial Planner, based in Toronto, ON, offers personalized wealth advice tailored to the unique needs of each client. Their team works with a diverse range of individuals, understanding that customized financial planning is essential. Starting with a thorough understanding of clients' values and financial decisions, they use a proprietary Discovery Process based on behavioral finance principles to create a personalized financial plan that aligns with clients' goals. With over 12 years of experience, Jenny Cho, a Senior Financial Planner with CIM® CFP® FCSI® designations, prioritizes providing integrated financial plans that balance current lifestyle with future aspirations. Collaborating with specialists in various financial areas, Jenny ensures her clients' evolving needs are met. Clients can expect a comprehensive approach to financial planning, covering areas such as tax planning, retirement strategies, and estate planning. At Jenny Cho-TD Financial Planner, the focus is on building lasting relationships to understand clients' goals and aspirations thoroughly. By offering tailored financial plans that adapt to changing circumstances, they aim to support clients in achieving their current needs and future financial objectives. Clients benefit from access to a team of specialized TD professionals dedicated to ensuring financial success and peace of mind. Generated from the website content

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.