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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.
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- ARAnita RelesSep 18, 20241.0I called to speak with a financial advisor and was told to call somewhere else and told they couldn't help me. I know exactly what I needed and who to speak with, and this is the place I needed to talk to. A teller at a branch will not be able to give financial advice nor explain rrsps, so this was a very highly inappropriate response to my query.
Frequently Asked Questions About TD Wealth Private Investment Advice
What is the address of TD Wealth Private Investment Advice in Kelowna?
TD Wealth Private Investment Advice is located at 1633 Ellis St., Suite 410, Kelowna, BC, V1Y 2A8, Canada.
What safety measures are in place at the TD Wealth Private Investment Advice branch?
The branch has implemented physical distancing guidelines, limits the number of customers inside, dedicates the first hour of operation to seniors and vulnerable populations, and asks visitors not to come in if experiencing COVID-19 symptoms or exposure.
How can I schedule an appointment for financial advice or borrowing assistance at TD Wealth Private Investment Advice?
You can book an appointment online through the reservation URL provided on the TD Wealth Kelowna website.
What types of financial services does TD Wealth Private Investment Advice offer?
Services include investment service, financial consulting, stock brokerage, and financial planning.
What are the main contact options for reaching TD Wealth Private Investment Advice?
You can reach them by phone at +1 250-470-3010 or email Dylan.Tufford@td.com. A fax number is also available at +1 250-470-3015.
Is TD Wealth Private Investment Advice currently open?
Yes, the branch is currently open and serving customers.
Are there other financial service professionals or investment advisors nearby TD Wealth Private Investment Advice?
Yes, nearby you can find professionals such as Kevin Commins – TD Account Manager Small Business, Maureen Spall and Ernie Lalonde from TD Bank Private Banking, and Patti Dwyer – TD Financial Planner.
Can I find banking services near TD Wealth Private Investment Advice?
Yes, TD Canada Trust branches are nearby, which provide additional banking and financial services and parking options.
What shopping options are available near TD Wealth Private Investment Advice?
She's da bomb boutique, a women's clothing store and boutique, is located nearby for shopping needs.
Are there dining or social venues close to TD Wealth Private Investment Advice where clients can relax?
Yes, Tonics Pub & Grill, a pub and restaurant, is nearby where clients can enjoy food and drinks before or after their visit.