Business Details
About
Investment ServiceFinancial ConsultantStock BrokerFinancial 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.
Location
CMB Wealth Management - TD Wealth Private Investment Advice
1633 Ellis St., Kelowna, BC
V1Y 2A8, Canada
Frequently Asked Questions About CMB Wealth Management - TD Wealth Private Investment Advice
Where is CMB Wealth Management - TD Wealth Private Investment Advice located?
CMB Wealth Management is located at 1633 Ellis St., Suite 410, Kelowna, BC, V1Y 2A8, Canada.
What safety measures are in place at CMB Wealth Management due to COVID-19?
They have implemented physical distancing guidelines, limit the number of customers in the branch, and dedicate the first hour of operation to seniors and vulnerable populations with urgent needs. Customers are asked to visit only for in-person matters and to refrain if experiencing COVID-19 symptoms or exposure.
How can I book an appointment for financial advice at CMB Wealth Management?
You can book an appointment online via their reservation URL at http://advisors.td.com/cmbwealthmanagement#requestappointment.
What financial services does CMB Wealth Management offer?
They offer private investment advice, financial consulting, stock brokerage, and financial planning services as part of TD Wealth Private Investment Advice.
What is the best way to contact CMB Wealth Management?
You can contact them by phone at +1 833-470-3005 or email Cody.Bostock@td.com.
Which nearby financial advisors can I find around CMB Wealth Management?
Nearby financial advisors include TD Bank Private Banking - Elizabeth Cameron, Patti Dwyer - TD Financial Planner, and TD Bank Private Banking - Maureen Spall.
Are there other TD Wealth or banking services near CMB Wealth Management?
Yes, nearby you'll find TD Wealth Private Investment Advice locations and TD Canada Trust branches providing banking and credit union services.
What dining options are available near CMB Wealth Management?
Nearby dining includes Yamas Taverna, a Greek and Mediterranean restaurant, ideal for a meal before or after your visit.
Can I find accounting or financial consulting nearby?
Yes, Grant Thornton Limited and Doane Grant Thornton LLP offer accounting, insolvency, and business consulting services nearby.
Is there nearby parking available when visiting CMB Wealth Management?
TD Canada Trust nearby also provides parking facilities, which can be convenient when visiting CMB Wealth Management.