Daniel Zhang - TD Wealth Private Investment Advice

5.0
12 reviews

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

Daniel Zhang - TD Wealth Private Investment Advice
700 West Georgia Street, Vancouver, BC
V7Y 1A2, Canada

Reviews

5.0
12 reviews
5 stars
12
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • SL
    Steven Lewis
    Dec 13, 2021
    5.0
    I've been with Daniel years before he moved to TD Wealth. He is highly intelligent, extremely responsive, exceptionally informative and always is on top of all the aspects of an ever changing financial market. He always takes the time to explain things thoroughly and is always willing to answer any questions that I may have. He always puts his client's financial goals first. Highly recommended to anyone who wants to get serious about investing to achieve their long term goals.
  • DM
    Den “DM DM” Mic
    Dec 11, 2021
    5.0
    Daniel is extremely professional, knowledgeable, and communicative. He has given us sound advice over the years, and has helped grow our nest egg. We will remain with him as long as he'll have us!
  • CX
    Charlie Xuan
    Aug 20, 2021
    5.0
    Daniel has worked with our family for many years and he has never disappointed us. His knowledge and expertise are exceptional and he has always been very accommodating and responsive to our questions and concerns; his advice has never failed us. He constantly keeps in touch and updates us on the current status of the market and our portfolio. He is always friendly while maintaining his professionalism. We have complete trust in him and would definitely recommend him to other potential clients. - Charlie and Sophia
  • ER
    Elma Raue
    Jul 29, 2021
    5.0
    We have known Daniel Zhang for a number of years and are happy to call him a friend. We especially appreciated the way he came to our home to accommodate our aging needs. He is always immaculately dressed, polite and friendly. Daniel is very knowledgeable, prompt and thorough. He always answered our questions and promptly returned calls. Daniel has our best needs in mind in all of our dealings. We trust him and would be happy to recommend him to other clients.
  • FC
    Frosted Cupcake
    Jan 26, 2020
    5.0
    Daniel has helped my family with finance and investments for the past 5 years. He has done very well for us on the investment side. I appreciate his knowledge and experience and he has stayed current with market trends and his proactive efforts has delivered favourable results. Daniel is extremely patient when explaining all the different options and looked carefully at my personal position and future goals and gave me several customized options to consider. Daniel and his team are always professional and provides sound advice, highly recommend.

Frequently Asked Questions About Daniel Zhang - TD Wealth Private Investment Advice

What are the physical distancing guidelines implemented at Daniel Zhang - TD Wealth Private Investment Advice branch?

The branch limits the number of customers inside to ensure physical distancing and may have longer wait times. The first hour of operation is dedicated to seniors and vulnerable populations for urgent in-person banking needs, with special support in Quebec.

Who should avoid visiting the Daniel Zhang branch in person?

Individuals experiencing COVID-19 symptoms or those advised to self-isolate due to exposure or travel should not visit the branch in person.