60%Profile confidence
○ UNCLAIMED
Sneha Madia - TD Financial Planner.
Toronto, ON · NAICS 523930
Phone: +14169444296Format verified (CA)
Website: financialplanners.td.com
Trust signals
- ✓ Online since 2015
- Format verified (CA)
TD Financial Planner offers personalized financial planning services in Toronto.
Sneha Madia - TD Financial Planner specializes in providing tailored financial planning solutions to help clients achieve their financial goals. With a focus on customer service and expertise, the firm assists individuals and families in navigating their financial journeys. Whether it's retirement planning, investment strategies, or tax optimization, TD Financial Planner is dedicated to delivering comprehensive financial advice. Located in Toronto, they cater to a diverse clientele, ensuring that each plan is customized to meet unique needs.
Business stage
established
Local competition
medium
Services & offerings
retirement planning, investment management, tax planning, financial consulting
Who they serve
Individuals and families seeking personalized financial planning services.
Ideal customer
- Industry
- Finance
- Company size
- individuals and families
- Decision-maker role
- clients seeking financial advice
- Geography
- Toronto, Canada
B2B vs B2C focus
B2B 0%B2C 100%
Demand pattern
steady demand year-round
Peak months
JFMAMJJASOND
Financial planning services are needed throughout the year.
What sets them apart
- personalized service
- expertise in diverse financial areas
- strong brand reputation
Team size
unknown
NAICS
523930
Technology
Google AnalyticsSelf-hosted email