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.
Frequently Asked Questions About Lori Ellery - TD Wealth Private Investment Advice
What services does Lori Ellery - TD Wealth Private Investment Advice offer?
Lori Ellery offers investment, financial consulting, stock brokerage, and financial planning services as part of TD Bank Private Investment Advice.
Where is Lori Ellery - TD Wealth Private Investment Advice located?
It is located at 15388 24th Avenue, Suite 208, Surrey, BC, V4A 2J2, Canada.
How can I contact Lori Ellery - TD Wealth Private Investment Advice?
You can call the main phone number at +1 604-541-2081 or email Lori.Ellery@td.com.
What are the operation guidelines at Lori Ellery's branch during COVID-19?
The branch has physical distancing measures, limits number of customers inside, prioritizes first hour for seniors and vulnerable populations, and asks customers with COVID-19 symptoms or exposure to avoid visiting. In-person appointments should be booked online for financial services.
Can I book an appointment online with Lori Ellery for financial advice?
Yes, appointments for borrowing, investing or financial advice can be booked online through their reservation URL.
What languages does Lori Ellery - TD Wealth Private Investment Advice support?
They provide services in English.
What nearby real estate services are available around Lori Ellery's location?
Nearby real estate agents include Pawan Pandey Realtor - exp Realty, Nav Singh at eXp Realty, Exp Realty - Amu Sandhu, Neil Sharma - Personal Real Estate Corporation, and Tamara Bridal among others, offering opportunities to coordinate financial advice with real estate planning.
Which nearby banking services can I access near Lori Ellery's office?
TD Wealth Private Investment Advice and TD Bank Private Banking - Tianna Hirose are nearby, offering additional banking and private banking services.
Are there any wellness or coaching services near Lori Ellery's office?
Yes, You Wellness offers counseling and life coaching services, and Maximum life Academy provides life coaching nearby, helpful for holistic financial and life planning.
What community and professional services can clients access close to Lori Ellery's office?
Nearby you can find professional services like RascalHR Systems, software development with Techlity, debt relief services by Sands & Associates, legal services such as Burke’s Law, and community services through World Community Help Foundation.