9

PowerPoint Presentation · The information contained herein has been provided by TD Wealth and is for information purposes only. The information has been drawn from sources believed

  • Upload
    others

  • View
    4

  • Download
    0

Embed Size (px)

Citation preview

Jason Lobe

Investment Advisor

TD Wealth | Private Investment Advice

Julie Rainville, B. Comm,

Investment Advisor Assistant

TD Wealth | Private Investment Advice

Annie Bélanger, M. Tax, CLU, F.Pl., Vice President and Estate Planning Advisor

TD Wealth | Insurance Services

Wealth Advisory Services

Teresa Malowany, CPA, CA, Senior Manager, High Net Worth Planner

TD Wealth | Wealth Advisory Services

François Démarais, LL.B., M.Tax, F.Pl., TEP, Tax and Estate Planner

TD Wealth | Wealth Advisory Services

Annie Boivin, B.B.A, Fin.Pl., D.Tax, TEP Senior Manager, Tax and Estate Planning Specialist

TD Wealth | Wealth Advisory Services

Nicole Assee, CPA, CGA, F.Pl., Senior Manager, High Net Worth Planner

TD Wealth | Wealth Advisory Services

Patrick Absi, B.Comm., LL.B., CLU, Fin. Pl. Financial Security Advisor

TD Wealth | Insurance Services

Wealth Advisory Services