Lily Li - TD Wealth Private Investment Advice

Stephen Malinas - TD Wealth Private Investment Advice is a financial services provider located in Toronto, ON, specializing in personalized investment strategies tailored to individual client needs. The firm offers a range of financial services including investment advising, portfolio management, private banking, and wealth advisory solutions. With a focus on accessibility, clients can easily search for advisors, portfolio managers, and financial planners by name or location. The organization is dedicated to ensuring a secure and compliant experience for its clients while navigating the complexities of wealth management. Generated from the website

Perri Wealth Management, part of TD Wealth Private Investment Advice located in Toronto, ON, offers a range of financial services to assist individuals in managing their investments and wealth. Their team includes investment advisors, portfolio managers, private bankers, financial planners, and wealth advisors, ensuring tailored solutions for diverse client needs. The firm prioritizes customer accessibility and security, providing users with tools to search for advisors or branches by name and location. They are committed to delivering a comprehensive suite of financial services while adapting to the unique requirements of clients across various jurisdictions. Generated from the website

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.