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 - Yon Bergson
1633 Ellis Street, Kelowna, BC
V1Y 2A8, Canada
Frequently Asked Questions About TD Bank Private Investment Counsel - Yon Bergson
What services does TD Bank Private Investment Counsel - Yon Bergson offer?
TD Bank Private Investment Counsel - Yon Bergson offers private investment counsel and financial consulting services.
What are the physical distancing guidelines currently in place at TD Bank Private Investment Counsel - Yon Bergson?
The branch limits the number of customers inside and dedicates the first hour of operation to seniors and vulnerable populations. Customers are asked to visit only for in-person assistance and to not visit if experiencing COVID-19 symptoms or self-isolating.
How can I book an appointment for financial advice at TD Bank Private Investment Counsel - Yon Bergson?
You can book an appointment online at http://portfolio-managers.td.com/yon.bergson#requestappointment for borrowing, investing, or other financial advice.
What is the main contact number for TD Bank Private Investment Counsel - Yon Bergson?
The main phone number is +1 250-470-3066.
Where is TD Bank Private Investment Counsel - Yon Bergson located?
It is located at 1633 Ellis Street, Suite 410, Kelowna, BC, V1Y 2A8, Canada.
What languages are spoken at TD Bank Private Investment Counsel - Yon Bergson?
Services are offered in English.
Are there other TD financial services nearby that I can visit after or before my appointment?
Yes, nearby TD financial services include Patti Dwyer - TD Financial Planner, TD Bank Private Banking - Elizabeth Cameron, TD Bank Private Banking - Maureen Spall, TD Wealth Private Investment Advice, and TD Canada Trust.
Can nearby financial advisors assist with small business accounts in the area?
Yes, Kevin Commins - TD Account Manager Small Business is a nearby financial service specializing in small business accounts.
Are there professional accounting services near TD Bank Private Investment Counsel - Yon Bergson?
Yes, nearby accounting services include Grant Thornton Limited, Grant Thornton LLP Canada, and Doane Grant Thornton LLP.
What nearby places can I visit for relaxation or dining before or after my banking appointment?
Nearby you can visit Awindfall Massage and Aurora Spa for relaxation, or dine at Yamas Taverna, a Greek and Mediterranean restaurant, and Tonics Pub & Grill, a restaurant and bar.