Kelowna

Kelowna Branch

Phone: (250) 470-3010
Fax: (250) 470-3015
Office Location: 1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8

Helping You Achieve Your Vision Of Success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

The Ready Commitment

Working together for a more inclusive tomorrow

Change is a fact of life. It can renew our perspective of the world or how we act within it. While change helps some of us get ahead, it can leave others behind. To help create the conditions so everyone has the chance to succeed in a changing world, TD is targeting C$1 billion by 2030 towards community giving in four areas that support change, nurture progress and contribute to making the world a better, more inclusive place. That is The Ready Commitment.

The TD Wealth Advantage





Making a difference in the lives of our clients starts with the unique experiences of our advisors. In this series of videos, we will unpack what it means to be an advisor at TD Wealth.

Careers

If you're passionate about sales, thrive in a high-energy environment and are driven by your own success, then a career at TD Wealth is definitely for you.

TD Wealth is one of Canada's premier full-service brokerage firms for clients who want to stay involved in all decisions about their investment portfolios. We offer clients the opportunity to establish a one-on-one relationship with a dedicated and professional advisors, while maintaining active participation in the decisions regarding their financial affairs.

To make an investment in yourself, join one of the strongest teams in the country, apply online here

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Seven quarters of growth: What's fueling the rally in preferred shares?

Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.

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The economic impact: What to watch for as Canada, U.S. trade deadline looms

With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.

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What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.

Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.