Billyard Insurance Group-Burlington East

Anchor Wealth - TD Wealth Private Investment Advice, located in Burlington, ON, offers a range of financial services including investment advising, portfolio management, private banking, and financial planning. Their team of experienced professionals is dedicated to helping clients navigate their financial journeys with personalized strategies tailored to individual needs. With a commitment to accessibility and client satisfaction, Anchor Wealth provides various tools for clients to find the right advisors by name or location. Their focus on privacy and security underscores their dedication to delivering reliable and trustworthy financial services in Canada and beyond. Generated from the website

Located in Burlington, ON, TD Canada Trust offers wealth and investment management solutions catered to high net worth clients. Led by Portfolio Manager David Allison, the team collaborates with clients to identify their financial goals and constructs personalized strategies to achieve them. Providing discretionary portfolio management, they oversee day-to-day investment decisions and offer regular performance reviews to clients. With over 17 years of experience in the financial services industry, David Allison is a CFA® charterholder and holds the Canadian Investment Manager (CIM) designation. He guides clients in utilizing capital markets to meet their short and long-term financial objectives, while also offering expertise in asset class characteristics, risk-return trade-offs, and long-term investment policies. David's team has access to TD specialists for comprehensive services including retirement, estate, insurance, and business succession planning strategies. Generated from the website content

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.