Td waterhouse private investment advice kelowna

Lindi Stonner. Management Team. The information you provide will only be used to contact you. Q: What should I do with my bonus? Estate Planning Basics. We received your request to be removed from our mailing list. Real Estate: The basics of buying, selling and renting.

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You’ve worked hard to get where you are and may expect tailored wealth advice and holistic strategies through TD Wealth Private Wealth Management 1. Your lead advisor is your go-to for all the products and services offered through TD Wealth Private Wealth Management. Together we can develop innovative strategies to help grow your net worth by identifying which wealth strategies and investment solutions match your current lifestyle and needs, along with future goals. You are the architect of your legacy and we can help you with the blueprint. We strive to provide exceptional wealth services for each of our clients. Your lead advisor can provide a combination of sophisticated investment management and exceptional, high-touch client service.

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Charitable Giving. Please enter your contact information and preferred appointment dates and times in the fields below:. For Jim, establishing and maintaining trust is paramount in everything he does, especially as he is qualified to offer discretionary investment management services. We received your request to be removed from our mailing list. Special Families: Planning for your Child with a Disability. First. Language English. Jim entered the Investment Industry in after practicing law for ten years. Recreational Property Market vs. Personal Tax Rates and Credits. Megan joined TD in after relocating to Kelowna from Saskatchewan. Richard White Private Trust Manager. Continuing education Using the Lifelong Learning Plan to advance your education. Passing on your Wealth An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended. If you no longer wish to receive our emails, please use the unsubscribe link .