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Roxxena Farid - TD Wealth Private Investment Advice
Roxxena Farid, based in Toronto, ON, serves as an Investment Advisor specializing in tailored wealth management solutions. Committed to providing exceptional client experiences, the firm focuses on innovative financial strategies to help clients preserve and grow their wealth effectively. By offering proactive and personalized advice, Roxxena Farid collaborates closely with clients to make informed decisions aligned with their financial goals. The team at Roxxena Farid works diligently to help clients manage, grow, and safeguard their wealth through customized services designed to address individual priorities and needs, regardless of complexity. From protecting assets and maximizing charitable contributions to finding tax-efficient solutions and assisting with estate planning, the firm offers comprehensive support to meet diverse financial objectives. Specializing in investment planning, transfer of wealth, will and estate planning, and retirement planning, Roxxena Farid leverages the expertise of TD investment professionals to provide diversified and risk-balanced investment choices. By conducting thorough economic and market research, the firm aims to identify opportunities for clients within market shifts and optimize their portfolios accordingly.
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