Amelia Palermo Financial Planner, RBC Financial Planning

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.

William Pulice-TD Financial Planner, based in Mont-Royal, QC, offers comprehensive financial planning services. As a Senior Financial Planner at TD Wealth, William is dedicated to crafting fully integrated financial plans that strike a balance between current lifestyle and future aspirations. He goes beyond understanding clients' financial status to grasp their goals and motivations. In his role, William focuses on four key areas: building net worth by tailoring investment solutions, implementing tax-efficient strategies to minimize tax exposure, safeguarding assets with TD specialists' expertise, and assisting clients in creating a legacy for wealth transfer. Whether planning for retirement or venturing into entrepreneurship, William provides guidance every step of the way. Generated from the website content

Desgroseilliers Raymond is a well-established company based in Mt Royal, QC, specializing in providing a range of professional services to its clients. With a focus on quality and reliability, Desgroseilliers Raymond offers solutions tailored to meet the unique needs of each individual or business it serves. Generated from their business information