Business Details
About
Financial Consultant
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.
Location
TD Bank Private Investment Counsel - Carlos Cruz
10088 102 Avenue NW, Edmonton, AB
T5J 2Z1, Canada
Reviews
5.0
1 reviews
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1 star0
- CWChris WilkinsonFeb 7, 20245.0We have just started dealing with Carlos over the past 4-5 months, based on the recommendation of a friend who was very satisfied. Carlos has been a breath of fresh air in an industry that caused us to feel increasingly disillusioned. He is one of the most professional people with whom we have had the pleasure to work. He is highly knowledgeable, a good communicator, forthright, and is honest with extremely high integrity. He is not afraid to admit that he doesn’t know something, but also constructively defends his beliefs if he thinks you will benefit from it. He sees us as individuals. We are not wealthy investors, but all the same he treats us like valued clients. That is what we are looking for from a financial advisor.
Frequently Asked Questions About TD Bank Private Investment Counsel - Carlos Cruz
What are the physical distancing measures at TD Bank Private Investment Counsel - Carlos Cruz?
To keep customers and colleagues safe, the branch limits the number of customers inside and dedicates the first hour to seniors and vulnerable populations. Please visit only for essential in-person assistance and avoid coming if you have COVID-19 symptoms or exposure.
Where is TD Bank Private Investment Counsel - Carlos Cruz located?
It is located at 10088 102 Avenue NW, Suite 2400, TD Tower, Edmonton, AB, T5J 2Z1, Canada.
How can I make an appointment for financial advice or investment services?
You can book an appointment online at http://portfolio-managers.td.com/carlos.cruz#requestappointment to receive in-person assistance for borrowing, investing, or other financial advice.
What languages are supported at TD Bank Private Investment Counsel - Carlos Cruz?
Services are provided in English.
How do I contact TD Bank Private Investment Counsel - Carlos Cruz by phone or email?
You can call the main phone at +1 780-408-6188, the mobile at +1 780-566-7533, or toll-free at +1 888-448-9889. The email contact is Carlos.Cruz@td.com.
What types of services does TD Bank Private Investment Counsel - Carlos Cruz offer?
They provide private investment counsel and financial consulting services specializing in financial advice, investing, and borrowing.
What nearby places can I visit for health and wellness shopping?
GNC Canada, a health food store specializing in vitamins and supplements, is located nearby and could be a good stop before or after your visit.
Are there nearby restaurants where I can dine near TD Bank Private Investment Counsel - Carlos Cruz?
Yes, nearby dining options include Four Rooms Restaurant and Moriarty's Bistro & Wine Bar, great for a meal before or after your banking appointment.
What entertainment venues are close to TD Bank Private Investment Counsel - Carlos Cruz?
Everest Mic, a theatre and concert venue, is nearby and offers arts and entertainment options that customers might enjoy visiting.
Are there other financial services and advisors near TD Bank Private Investment Counsel - Carlos Cruz?
Nearby financial services include Principle Centered Financial Services, Esposito Advisory Financial Planning Team, Aberg Financial, Graeme Sivertson - TD Wealth Private Investment Advice, and TD Waterhouse.