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 Shuwa Lai - TD Wealth Private Investment Advice
What services does Shuwa Lai - TD Wealth Private Investment Advice offer?
Shuwa Lai provides private investment advice, financial planning, and stock brokerage services as part of TD Bank's Private Investment Advice program.
Where is Shuwa Lai - TD Wealth Private Investment Advice located?
It is located at 220 Commerce Valley Drive West, Suite 300, Markham, ON, L3T 0A8, Canada.
How can I contact Shuwa Lai - TD Wealth Private Investment Advice?
You can contact them by phone at +1 905-707-6537 or via email at Shuwa.Lai@tdsecurities.com.
Are appointments required for in-person consultations at Shuwa Lai - TD Wealth Private Investment Advice?
Yes, for borrowing, investing, or other financial advice, customers are asked to book an appointment online.
What COVID-19 safety measures are in place at Shuwa Lai - TD Wealth Private Investment Advice?
Physical distancing guidelines are implemented with limited customers allowed in the branch and priority service for seniors and vulnerable populations during the first hour of operation.
What should I do if I have COVID-19 symptoms and need financial services?
You are asked not to visit the branch if you are experiencing COVID-19 symptoms or have been advised to self-isolate. Instead, contact them through alternate channels or online services.
How do I schedule an appointment with Shuwa Lai - TD Wealth Private Investment Advice?
Appointments can be booked online using the reservation URL: http://advisors.td.com/shuwa.lai#requestappointment
Are there other TD financial planners near Shuwa Lai's office?
Yes, nearby TD financial planners include Whitney Cai, Jeff Lee, Ava Huang, Paul Kwan, Nancy Li, and Glorious Chan.
Is there a TD Bank branch close to Shuwa Lai - TD Wealth Private Investment Advice?
Yes, several TD Bank branches are located nearby, providing convenient access to banking services before or after your visit.
Can I find mortgage or private banking specialists near Shuwa Lai's office?
Yes, nearby specialists include Shifteh Rohani - TD Mobile Mortgage Specialist, and Sophia Huang at TD Bank Private Banking.