Business Details
About
Investment ServiceFinancial ConsultantStock BrokerFinancial PlanningTD Bank PIA
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
Ackerman Private Wealth - TD Wealth Private Investment Advice
1070 Douglas St., Victoria, BC
V8W 2C4, Canada
Reviews
5.0
14 reviews
5 stars
14
4 stars0
3 stars0
2 stars0
1 star0
- DFDiana FosterNov 28, 20185.0Grant has managed our financial portfolio for many years. He provides excellent advice and explains the options in a way that I can understand. He is always professional, listens well and responds in a timely manner.Grant is part of a great team and his positive attitude and superior results make him an amazing adviser. Solicited review
- SWSharon WadsworthNov 28, 20185.0I have been with Grant and his team for many years and I know it was the best choice I ever made! He and his team are professional on every level. Grant is prompt in discussing my concerns and takes the time to explain my portfolio in my language.He is respectful and supportive.He went above the call of duty by visiting me at my home when I wasn’t able to drive and my mother- in-law in her Care facility. That doesn’t happen very often! Thank you. Sharon Solicited review
- CTCharlotte ThomasNov 20, 20185.0I’ve worked with Grant for over ten years and he’s has always been a trusted advisor with a wealth of knowledge. -Solicited review
- NLNaomi LarkinsNov 16, 20185.0Grant is one of the coolest geeks I know. He is hard working, results driven, service focused and makes it all look easy. Working with him is a pleasure and a privilege. Anyone wanting superior service and financial success should talk to Grant. Solicited Review
- GSgeorge szaszNov 16, 20185.0Grant has been a consummate professional with all of my investment needs over the last 3 years. Always accessible and returns communication immediately. He always makes you feel comfortable and has an amazing wealth of knowledge behind him. If he can't answer your questions, he will find someone who can. I highly recommend Grant for any of your financial needs. - solicited review
Frequently Asked Questions About Ackerman Private Wealth - TD Wealth Private Investment Advice
What services does Ackerman Private Wealth - TD Wealth Private Investment Advice provide?
Ackerman Private Wealth offers investment services, financial consulting, stock brokerage, and financial planning.
Where is Ackerman Private Wealth located?
Ackerman Private Wealth is located at 1070 Douglas St., 5th Floor, Victoria, BC, V8W 2C4, Canada.
What are the current COVID-19 safety measures at the branch?
The branch has implemented physical distancing guidelines, limits the number of customers inside, dedicates the first hour to seniors and vulnerable populations, and requests only essential in-person visits.
How can I book an appointment for financial advice or investing help?
You can book an appointment online via their reservation URL to receive in-person assistance for borrowing, investing, or other financial advice.
What should I do if I have COVID-19 symptoms or have been exposed to it?
Please do not visit the branch if you are showing symptoms or have been advised to self-isolate due to COVID-19 or travel exposure.
What is the primary contact phone number for Ackerman Private Wealth?
The main phone number is +1 250-356-4142, with a toll-free option at +1 888-356-4142.
What other financial services are available nearby Ackerman Private Wealth?
Nearby, you can find several TD Wealth Private Investment Advice locations, financial planners like Elizabeth Summers and Arlen Corp, and private banking services with Christine Mavrikos and Steven Kelly.
Are there convenient banking options near Ackerman Private Wealth?
Yes, TD Canada Trust Branch and ATM locations as well as multiple TD Bank branches and ATMs are close to Ackerman Private Wealth.
What nearby law services are available for customers who might need legal advice?
Crease Harman LLP provides divorce, family, and employment law services near Ackerman Private Wealth.
Where can I find dining options near Ackerman Private Wealth?
Chipotle Mexican Grill is a nearby option for Mexican and fast food dining close to Ackerman Private Wealth's location.