Simon Xu-TD Financial Planner

Located in Markham, ON, Annie Tsang - TD Wealth Private Investment Advice offers tailored investment solutions to help clients preserve and grow their wealth. The business is built on a foundation of exceptional client experiences and innovative financial strategies. As an Investment Advisor, Annie Tsang provides proactive and personalized advice, assisting clients in making key decisions aligned with their financial goals. Services include asset protection, charitable giving maximization, tax strategies, and estate and trust planning. The team at Annie Tsang - TD Wealth Private Investment Advice specializes in investment planning, wealth transfer, estate planning, and retirement planning. Clients benefit from access to a range of diversified and risk-balanced investment choices, supported by economic and market research to capitalize on opportunities as they arise. 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.

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.