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Grant Ackerman, B.Comm, CFP,  FCSI, FMA, Ch.P. Strategic Wealth  Associate Investment Advisor Introducing TD Waterhouse Private Investment Advice
[object Object],[object Object],[object Object],[object Object],About TD Waterhouse Private Investment Advice
[object Object],[object Object],[object Object],Working Together to Achieve Your Goals
[object Object],[object Object],[object Object],[object Object],Backed by a Wealth of Experience
Investment & Wealth Planning Process
Integrated Financial Solutions
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why work with an Investment Advisor?
[object Object],Contact Us
Thank you
Disclaimer The statements and statistics contained herein are based on material believed to be reliable, but are not guaranteed to be accurate or complete. This report is for information purposes only and is not an offer or solicitation with respect to the purchase or sale of any investment fund, security or other product.  Particular investments or trading strategies should be evaluated relative to each individual’s objectives.  Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance.  This document does not provide individual, financial, legal, investment or tax advice.  Please consult your own legal, investment, and tax advisor.  All opinions and other information included in this document are subject to change without notice. The Toronto-Dominion Bank and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered. TD Waterhouse Canada Inc. and/or its affiliated persons or companies may participate in an underwriting of, hold a position in, or make a market in the securities mentioned, including options, futures and other derivative instruments thereon, and may, as principal or agent, buy or sell such securities.  Although the information contained in this report has been obtained from sources that we believe to be reliable, we do not guarantee its accuracy, and as such, the information may be incomplete or condensed. All opinions, estimates and other information included in this report constitute our judgment as of the date hereof and are subject to change without notice. No recipient may pass on the information contained in this report to any other person without the prior written consent of TD Waterhouse Canada Inc.   TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc.---Member CIPF.  TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license .

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Introduction to TD Waterhouse Private Investment Advice

  • 1. Grant Ackerman, B.Comm, CFP, FCSI, FMA, Ch.P. Strategic Wealth Associate Investment Advisor Introducing TD Waterhouse Private Investment Advice
  • 2.
  • 3.
  • 4.
  • 5. Investment & Wealth Planning Process
  • 7.
  • 8.
  • 10. Disclaimer The statements and statistics contained herein are based on material believed to be reliable, but are not guaranteed to be accurate or complete. This report is for information purposes only and is not an offer or solicitation with respect to the purchase or sale of any investment fund, security or other product.  Particular investments or trading strategies should be evaluated relative to each individual’s objectives.  Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance.  This document does not provide individual, financial, legal, investment or tax advice.  Please consult your own legal, investment, and tax advisor.  All opinions and other information included in this document are subject to change without notice. The Toronto-Dominion Bank and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered. TD Waterhouse Canada Inc. and/or its affiliated persons or companies may participate in an underwriting of, hold a position in, or make a market in the securities mentioned, including options, futures and other derivative instruments thereon, and may, as principal or agent, buy or sell such securities.  Although the information contained in this report has been obtained from sources that we believe to be reliable, we do not guarantee its accuracy, and as such, the information may be incomplete or condensed. All opinions, estimates and other information included in this report constitute our judgment as of the date hereof and are subject to change without notice. No recipient may pass on the information contained in this report to any other person without the prior written consent of TD Waterhouse Canada Inc.  TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc.---Member CIPF. TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license .

Hinweis der Redaktion

  1. Note to Speaker: Welcome and introduction, add IA name to slide.