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Regency Wealth Advisory - TD Wealth Private Investment Advice.

Toronto, ON · NAICS 523930

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Regency Wealth Advisory offers personalized investment services under TD Wealth Private Investment Advice.

Regency Wealth Advisory, part of TD Wealth, specializes in providing tailored investment services to help clients achieve their financial goals. With a focus on personalized advice and strategic planning, the firm caters to a diverse clientele seeking to optimize their investment portfolios. Located in Toronto, Ontario, Regency Wealth Advisory leverages the extensive resources of TD to deliver comprehensive financial solutions. Their commitment to client education and transparency sets them apart in the competitive investment advisory landscape.

Business stage

established

Local competition

medium

Services & offerings

investment advisory, portfolio management, financial planning

Who they serve

Regency Wealth Advisory primarily targets individuals and families seeking personalized investment strategies.

Ideal customer

Industry
finance
Company size
individuals and families
Decision-maker role
investors
Geography
Toronto, Ontario

B2B vs B2C focus

B2B 0%B2C 100%
$$$Premium

Demand pattern

steady demand year-round

Peak months

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Investment services are typically in demand throughout the year.

What sets them apart

  • backed by TD Wealth's resources
  • focus on client education
  • customized investment strategies

Team size

unknown

NAICS

523930

Technology

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