Mia Xiao - TD Investment Specialist - Closed

Desjardins Financial Security, located in Markham, Ontario, is dedicated to providing a wide array of financial services and products that cater to both individuals and businesses. Founded in 1900, the organization emphasizes financial autonomy and well-being for its members and communities. The company offers various solutions, including credit cards, mortgages, insurance, investment options, and wealth management services. Committed to assisting clients in achieving their financial goals, Desjardins Financial Security prioritizes personalized guidance and support throughout their financial journeys. Generated from the website

National Bank Financial Wealth Management (NBFWM), founded in 1902, is recognized as a top financial services provider in Canada, boasting over 850 wealth advisors and managing more than $170 billion in assets. Committed to personalized service, NBFWM emphasizes lifelong relationships and garnered acclaim for high investor satisfaction, ranking #1 in Canada for two consecutive years in the J.D. Power Investor Satisfaction Studies. NBFWM maintains a strong focus on research and market analysis, with a dedicated team monitoring economic trends and socio-political events impacting investments. The institution also offers innovative digital services, enabling clients to manage their portfolios seamlessly, access resources, and keep up with the latest financial industry developments. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.