Business Details
About
Financial PlannerFinancial PlanningFinancial Consultant
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
Cassie Ma - TD Financial Planner
2993 Westoak Trails Blvd, Oakville, ON
L6M 5E4, Canada
Reviews
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- LZLemmy ZondoNov 30, 20225.0I find this bank very helpful. I have chosen this branch first because it is near to were I reside and secondly they are very nice and accommodating. I had service from a young lady by the name Pam. She was polite and ready and willing to help me with other problems.s I might have. She deserves all the praise she might be given
Frequently Asked Questions About Cassie Ma - TD Financial Planner
What health and safety measures are in place at Cassie Ma - TD Financial Planner branch?
The branch has implemented physical distancing guidelines, limits the number of customers, dedicates the first hour to serve seniors and vulnerable populations, and requests that people experiencing COVID-19 symptoms do not visit in person.
How can I book an appointment for financial advice with Cassie Ma?
You can book an appointment online through the provided reservation URL to receive in-person assistance for borrowing, investing, or financial advice.
What languages are spoken by Cassie Ma - TD Financial Planner?
The financial planner speaks English, Cantonese, and Mandarin to assist a diverse client base.
What is the address and contact number for Cassie Ma - TD Financial Planner?
The branch is located at 2993 Westoak Trails Blvd, Oakville, ON, L6M 5E4, Canada. The main phone number is +19058734561.
Where can I find more information about Cassie Ma - TD Financial Planner online?
More information can be found on their official website at http://financialplanners.td.com/cassie.ma.
Are there TD Canada Trust branches or ATMs near Cassie Ma - TD Financial Planner?
Yes, there are multiple TD Canada Trust branches and ATMs nearby, which can be convenient for your banking needs before or after meeting with the financial planner.
Can I find other TD financial specialists near Cassie Ma - TD Financial Planner?
Yes, nearby you can find TD investment specialists like Nargis Raymond and other financial planners such as Raj Arora, offering additional financial services.
Are there coffee shops near Cassie Ma - TD Financial Planner where I can relax?
Yes, several Starbucks locations are nearby, offering coffee and refreshments if you want to relax before or after your appointment.
What dining options are available near Cassie Ma - TD Financial Planner?
You can find various nearby restaurants including Pizza Depot, Yogurty's Froyo, and Chicken Squared for meals or snacks around your visit.
Are there additional services like medical clinics or notaries near Cassie Ma - TD Financial Planner?
Yes, HealthSense Medical provides medical services, and Notary Pro offers notary public services nearby, useful for holistic personal or business needs.