Shona Bridger - TD Financial Planner

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.

Investment Planning Counsel in Orillia, ON, offers personalized financial advice tailored to individual needs, ensuring clients receive the support necessary to navigate their wealth management goals. With a focus on human-centered advice, they prioritize building engaged relationships and adapting plans based on clients' preferences and life changes. The firm emphasizes flexibility in service delivery, accommodating clients through various communication channels, whether in-person or online. Their commitment to understanding clients' unique situations allows for comprehensive planning, from retirement strategies to wealth transfer, fostering confidence in financial decision-making. Generated from the website

Assante Capital Management Ltd is a financial services firm based in Orillia, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assante Capital Management Ltd aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information