National Bank Financial - Wealth Management

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.

TD Wealth in Hamilton, Ontario provides a range of investment solutions for individuals seeking to manage their finances. Whether clients prefer self-directed investing, personalized advice from a wealth advisor, or guidance from a TD Personal Banker, TD Wealth offers tailored strategies to suit diverse investment goals. Clients can access a variety of tools and resources to enhance their investment knowledge and make informed decisions. For those looking to take control of their investments, TD Direct Investing presents an opportunity to earn 1% cash back, providing a valuable incentive for new and existing clients. The TD Retirement Calculator offered by TD Wealth empowers clients to calculate the savings needed to achieve their retirement goals, supporting them in making sound financial decisions. By leveraging innovative digital tools like TD Easy Trade™ and the TD app, clients can easily manage their investments and banking needs. 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.