TD Bank Private Banking - Jun Kai Xie

Farina Rajotte Group, located in Montréal, QC, is dedicated to helping individuals manage, grow, and protect their wealth. Their tailored services are designed to assist clients in achieving their unique goals and priorities, regardless of complexity. By collaborating with clients, the team identifies priorities and develops personalized plans to address specific needs such as asset protection, maximizing charitable giving, tax strategies, and estate planning. When working with Farina Rajotte Group, clients can expect a thorough initial discovery process to understand their priorities and goals. The team provides seamless onboarding assistance for fund transfers and investment portfolio structuring. Regular proactive reviews offer curated insights and updates to track progress towards goals and adjust strategies as needed. Recognizing that every individual's financial journey is distinct, Farina Rajotte Group offers tailored advice, solutions, and strategies to help clients maintain, grow, and protect their net worth. As part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., the team is committed to providing expert guidance and support to help clients achieve what truly matters to them. 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.

Philippe Dumas is a dedicated financial planner at TD Wealth Private Investment Advice, located in the vibrant city of Montréal, QC. With a focus on personalized investment strategies, he assists clients in achieving their financial goals through expert guidance and tailored solutions. Philippe is committed to building long-lasting relationships and providing top-notch service to help individuals and families secure their financial future. Generated from this place's information