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Our discovery and wealth management approach is driven by what matters most to you
15388 24th Avenue Suite 208 Surrey, BC V4A 2J2Map
DISCOVER: We take the time to understand your current financial situation and priorities, from generating income and protecting your wealth to leaving a legacy and estate planning.
GUIDE: We build a personalized Wealth Plan that reflects your objectives and carefully manage your money through life’s milestones. Our aim is to become your lifelong advisor and we are committed to guiding you through your evolving life journey.
ACHIEVE: We believe that our insightful counsel, disciplined planning and effective risk management can help you become more confident in your decisions and more focused on living life to its fullest.
- Showing respect in all interactions by being courteous, professional and listening first
- Helping our clients make better wealth management decisions by continually increasing our professional knowledge
- Helping clients and friends make informed and confident life choices that can have a positive impact on their lives
- Genuinely understanding our clients’ hopes, aspirations, and personal and financial goals
- Supporting our client service team to help them deliver exceptional client experiences
- Being honest and honorable, pursuing dreams and striving for excellence
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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