Wade Burmister - TD Wealth Private Investment Advice

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

Martin Wealth Management - TD Wealth Private Investment Advice offers a comprehensive range of financial services tailored to meet the diverse needs of its clients in Barrie, ON. Their team includes Investment Advisors, Portfolio Managers, Private Bankers, Financial Planners, and Wealth Advisors, ensuring personalized guidance for effective wealth management. Committed to delivering exceptional financial solutions, Martin Wealth Management emphasizes accessibility and security in its services. The firm aims to assist clients in navigating their financial journeys with confidence and ease across various jurisdictions. Generated from the website

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.