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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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- MSMark SordiMar 19, 20241.0I would highly recommend you take your business else where. I have been with TD for many years and moved to TD Wealth when my advisor got a move up. Since I did that 3 years ago the only one that has made any money from my investments is TD Wealth. Like most people I followed the advice as it was given and then when it didn't pan out they claimed I was the one that chose the portfolio. This included bad tax advice. TD Financial use to base the advisors performance on questionaries they sent out regularly. This hasn't happened for years and the only thing they are interested in is getting more money invested. If you are in the same position don't just take it, file a complaint
Frequently Asked Questions About TD Wealth Private Investment Advice
What is the address of TD Wealth Private Investment Advice in Nanaimo?
TD Wealth Private Investment Advice is located at 5777 Turner Rd., Suite 1, Nanaimo, BC, V9T 6L8, Canada.
What types of financial services does TD Wealth Private Investment Advice offer?
They offer investment services, financial consulting, stock brokerage, and financial planning.
How is TD Wealth Private Investment Advice handling in-branch visits during COVID-19?
They have physical distancing guidelines, limit customer numbers, dedicate the first hour to seniors and vulnerable populations, and request customers to book appointments for borrowing, investing, or financial advice.
Can I book an appointment online with TD Wealth Private Investment Advice?
Yes, you can book an appointment online via their reservation URL provided on their website.
What is the primary contact phone number for TD Wealth Private Investment Advice?
The primary phone number is +1 250-390-5951.
Is TD Wealth Private Investment Advice currently open?
Yes, the business is not closed and is currently operating.
Are there alternative banking options near TD Wealth Private Investment Advice?
Yes, nearby banks include TD Bank Private Banking - Darryl Lenko and TD Canada Trust Branch and ATM, providing various banking services in the area.
Where can I find supplementary financial services close to TD Wealth Private Investment Advice?
Nearby financial service providers include Shawn Sinclair - TD Financial Planner and Sai Gunaranjan Sairam - TD Account Manager Small Business, who offer financial planning and business banking advice respectively.
What are some nearby places to visit for dining or shopping around TD Wealth Private Investment Advice?
Close by are Boston Pizza for dining and Valhalla Pure Outfitters Nanaimo and Chacos for outdoor gear and clothing shopping.
Are there health or wellness facilities near TD Wealth Private Investment Advice?
Yes, nearby are North Ridge Health Performance Centre for gym facilities and HearingLife and NexGen Hearing - Nanaimo North for hearing health services.