ABOUT THE EVENT

Investment - Credit - Budgeting

PEI Connectors clients are invited to participate in a Connect-to-Learn session. 

Date: Monday, January 9, 2023
Time: 10:00 am - 12:00 pm
Location: Virtual ZOOM (Zoom link will be provided upon registration)

Financial decisions are becoming more complex. There are more choices available for saving, spending, borrowing, and investing. Developing financial education skills can help you and your customers make those decisions with confidence.

During this session, information will be presented on the following topics:

♦ Investment
♦ Credit
♦ Budgeting

Facilitators - TD Canada Trust 

At TD we are committed to helping improve the financial health of our customers, colleagues, and communities.

1. Quentin Ng | Financial Advisor | TD Canada Trust
192 Queen Street, Charlottetown, PE  C1A 4B5
902 629 2265    Ext. 222

After earning a Bachelor of Business Administration specializing in Marketing from UPEI, Quentin Ng joined the banking world in 2020. Quentin Ng currently works as a Financial Advisor for TD, focused on assisting clients with their investment and home financing needs. 

2. Elena (Siyuan) Gao I Financial Advisor I TD Canada Trust
695 University Ave, Charlottetown, PE C1E 1E5
T: 902 569 2819 ext. 222 I F: 902 569 8754

Passionate and knowledgeable financial advisor at TD Canada Trust. Elena has extensive years of banking experience. She provides clients with optimal assistance with retirement planning, and investment advice and also looks after clients' borrowing needs.

3. Zhexian Li | Personal Banking Associate | TD Canada Trust
192 Queen Street, Charlottetown, PEC1A 4B5
Phone:(902) 629. 2265 ext: 230 F:(902) 629.2250  E: zhexian.li@td.com

Zhexian Li is a Personal Banking Associate at TD Canada Trust where he is responsible for guiding customers to the appropriate staff members for resolving financial queries and banking needs.

Register Now

Click on this link to tell us the topics you would like our sessions offer in the future. https://www.surveymonkey.com/r/36PGVFG