Business Details
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
Legacy Wealth Management - TD Wealth Private Investment Advice
27 Princess St., Kingston, ON
K7L 1A3, Canada
Frequently Asked Questions About Legacy Wealth Management - TD Wealth Private Investment Advice
What is the address of Legacy Wealth Management - TD Wealth Private Investment Advice?
Legacy Wealth Management is located at 27 Princess St., Suite 202, Kingston, ON, K7L 1A3, Canada.
What safety measures are in place for in-person visits at Legacy Wealth Management?
To keep customers safe, the branch follows physical distancing guidelines, limits the number of customers inside, and may have longer wait times. Customers with COVID-19 symptoms or advised to self-isolate should not visit.
Is there a special time dedicated to serving seniors and vulnerable populations?
Yes, the first hour of operation is dedicated to serving seniors and other vulnerable populations with urgent in-person banking needs.
How can I book an appointment for borrowing, investing, or financial advice?
You can book an appointment online through the reservation URL provided on their website to receive in-person assistance.
What types of services does Legacy Wealth Management offer?
They provide services including investment service, financial consulting, stock brokerage, and financial planning as part of TD Bank Private Investment Advice.
What is the contact email for reaching out to Legacy Wealth Management?
You can contact Mike Jefferies at mike.jefferies@td.com for inquiries.
Where can I find more information about Legacy Wealth Management online?
More details are available on their website at http://advisors.td.com/legacywealthmanagement
Are there other financial advisory services nearby Legacy Wealth Management?
Yes, nearby you can find TD Bank Private Banking - Cynthia Silva-Stringer, which also offers financial advising services.
What other professional services are close to Legacy Wealth Management that might assist with financial or legal matters?
Nearby professional services include MNP LTD for insolvency and bankruptcy consultation, and Cunningham Swan Carty Little & Bonham LLP for legal services.
What leisure activities are available close to Legacy Wealth Management for clients to enjoy before or after their appointment?
Clients can visit Marble Slab Creamery for ice cream or attend Modo Yoga Kingston Downtown for yoga sessions near the office.