Yu Shen - TD Wealth Private Investment Advice

Yu Shen is a wealth management professional associated with TD Wealth Private Investment Advice, located in Waterloo, Ontario. The firm specializes in providing personalized investment strategies and services to help clients achieve their financial goals. Clients can access a range of financial services, including investment advice, portfolio management, and financial planning. Yu Shen is dedicated to offering tailored solutions that cater to individual client needs and preferences. Generated from the website

Sager Yandt Wealth Management, part of TD Wealth Private Investment Advice, is located in Waterloo, Ontario, offering a range of financial services to meet diverse client needs. Their team includes investment advisors, portfolio managers, private bankers, financial planners, and wealth advisors, each dedicated to helping clients achieve their financial goals. The firm emphasizes accessibility and customer service, providing tools for clients to easily find and connect with the appropriate financial professionals. Sager Yandt Wealth Management ensures that clients receive tailored advice and support based on their unique financial situations. 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.