Saad Qalab - TD Account Manager Small Business

Nelia Amaral-TD Financial Planner in Toronto specializes in comprehensive financial planning services tailored to individual and business needs. Their team of experienced financial planners leverages research and innovative tools to create personalized strategies that help clients achieve both short and long-term financial goals. With a focus on various aspects of financial management, including retirement planning, estate and will planning, investment management, and tax planning, they aim to simplify the financial planning process. Clients can benefit from remote consultations, ensuring flexibility and accessibility in developing their personalized financial plans. Generated from the website

Geraldine Viado-TD Financial Planner in Toronto, ON, specializes in comprehensive financial planning tailored to individual and business needs. Their team of experienced financial planners collaborates with clients to develop personalized strategies that align with both short-term and long-term financial goals. Services offered include retirement planning, estate and will planning, investment management, and tax planning, all designed to help clients maximize their financial potential. By leveraging extensive research and innovative tools, they aim to simplify the financial planning process and support clients in achieving their desired outcomes. Generated from the website

Investment Planning Counsel offers personalized financial advice to help clients navigate various aspects of their financial journey. Whether it's retirement income, wealth transfer, or estate planning, the team at Investment Planning Counsel is dedicated to providing human-centered advice tailored to each individual's unique needs and preferences. The company prides itself on fostering engaged relationships with their clients by offering flexibility in meeting preferences. Whether it's through one-on-one online sessions, in-person meetings, or group video calls, clients have the freedom to choose the mode of communication that works best for them. This personalized approach extends to the level of service provided, ensuring that clients receive advice that is effective and aligned with their financial goals. Generated from the website content