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
MacDonald Wealth Group - TD Wealth Private Investment Advice
1633 Ellis St., Kelowna, BC
V1Y 2A8, Canada
Frequently Asked Questions About MacDonald Wealth Group - TD Wealth Private Investment Advice
What is the address of MacDonald Wealth Group - TD Wealth Private Investment Advice?
MacDonald Wealth Group - TD Wealth Private Investment Advice is located at 1633 Ellis St., Suite 410, Kelowna, BC, V1Y 2A8, Canada.
What services does MacDonald Wealth Group offer?
They offer investment services, financial consulting, stock brokerage, and financial planning.
How does MacDonald Wealth Group manage in-person visits during COVID-19?
They have implemented physical distancing guidelines, limit the number of customers in branches, and dedicate the first hour of operation to seniors and vulnerable populations. Customers are asked to visit only for in-person matters and to avoid visits if experiencing COVID-19 symptoms.
How can I book an appointment for financial advice at MacDonald Wealth Group?
You can book an appointment online through their reservation URL at http://advisors.td.com/macdonaldwealthgroup#requestappointment.
What are the contact options for MacDonald Wealth Group?
You can contact them via the main phone at +1 800-833-5599, the mobile phone at +1 250-470-3011, or email Daniel.Macdonald@td.com.
Where can I find more information about MacDonald Wealth Group online?
More information is available on their website at http://advisors.td.com/macdonaldwealthgroup.
Which nearby TD bank services can assist me with private banking and small business accounts?
Nearby you can find TD Bank Private Banking with Maureen Spall and Elizabeth Cameron, Ernie Lalonde, as well as Kevin Commins - TD Account Manager Small Business for private banking and small business financial services.
Are there nearby financial professionals who can help with insolvency or debt relief?
Yes, Grant Thornton Limited - Licensed Insolvency Trustees offers services in bankruptcy and consumer proposals nearby.
What nearby places can I visit for shopping before or after my appointment?
You can visit She’s da bomb boutique for women's clothing and boutique shopping in the area.
Where can I find nearby restaurants to dine before or after visiting MacDonald Wealth Group?
Yamas Taverna, a Greek and Mediterranean restaurant, is nearby for dining options.