TD Bank Private Banking - Patricia Leblanc

Kate Epps - TD Wealth Private Investment Advice, located in Barrie, ON, is led by Investment Advisor Kate Epps. The focus of this establishment is to assist clients in preserving and expanding their wealth through personalized investment solutions. Kate Epps prioritizes exceptional client experiences and offers innovative financial strategies to meet individual goals. With a commitment to delivering proactive and personalized advice, Kate Epps collaborates closely with clients to make informed decisions aligned with their financial objectives. Services provided include asset protection, charitable giving optimization, tax planning, and estate and trust arrangement. Clients can expect access to a team of experienced professionals covering a range of wealth strategies and retirement planning solutions. At Kate Epps - TD Wealth Private Investment Advice, investment planning is emphasized as a core strength, ensuring diversified and risk-balanced investment options that capitalize on market opportunities. Specialized assistance is also available for estate planning and wealth transfer, addressing complexities with tailored strategies. Additionally, the team offers guidance on retirement preparation, estimating financial needs, and structuring flexible cash flow strategies for future security. Generated from the website content

TD Bank Private Banking - Gouvion Ortiz, situated in Barrie, ON, offers personalized banking and credit solutions led by Gouvion Ortiz, a dedicated Private Banker. The team takes a holistic approach to address clients' financial needs, supporting them at every stage of their wealth journey. Specializing in high-touch financial management, Gouvion Ortiz collaborates closely with clients to identify their financial goals and coordinates with TD Specialists to implement tailored wealth management solutions. The focus is on discovering hidden financial objectives and linking clients with experts for customized advice. With a commitment to understanding each client's unique needs, TD Bank Private Banking provides premium banking solutions, tailored credit strategies, and cross-border banking services. The team aims to help clients build net worth, implement tax-efficient strategies, safeguard assets, and plan for a lasting legacy. Generated from the website content

TD Bank Private Banking - Srijana Gurung in Barrie, ON is led by Srijana Gurung, a Senior Private Banker specializing in serving Business Owners. With a personalized approach, Srijana aims to bring banking services directly to clients, offering tailored solutions from TD Bank Group. By collaborating with a team of experts, she ensures seamless integration of financial solutions into all aspects of clients' lives. Clients at TD Bank Private Banking benefit from access to a team of planning specialists who provide services such as private wealth management, commercial banking solutions, estate planning, tax planning, and business succession planning. The focus is on understanding the unique needs of clients' busy lifestyles, business management, and personal wealth growth, to deliver comprehensive and customized financial advice. The approach at TD Bank Private Banking emphasizes a full-spectrum view of clients' financial well-being, going beyond just numbers to grasp the entirety of their financial picture. By delving deep into clients' concerns, priorities, and goals, the team helps build on their success, offering business expertise tailored to each individual's industry and life stage, and providing goals-based advice to curate banking and wealth solutions that meet their specific needs. Generated from the website content