TD Financial Planner

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1201 Boulevard Laird
Mont-Royal, QC H3P 2S9
+1 (514) 342-4224
https://financialplanners.td.com

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.

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