Contact Patrick Duan

Please share a little about yourself and how I can help.

How would you prefer to be contacted?

Request an Appointment

Email Me

Are you an existing TD Wealth Customer

Yes

What can I help you with?(optional)

Investment Strategies

Tax Management

Planning for Major Purchases

Protecting Your Assets

Business Succession Planning

Retirement Planning

Education Funding

Banking and Credit Management

Passing on Your Wealth

Charitable Giving

Select all

Email Me

Please share a little about yourself and how I can help.

First Name

Last Name

Phone(optional)

Tell me about your specific needs(optional)

To ensure privacy, we ask that you do not include confidential information such as passwords, bank account numbers or other sensitive information via this form.

You agree to allow TD to communicate with you through email and/or the telephone regarding the contents of this form. The information you provide will only be used to contact you.

Request an Appointment

Please provide the information below and you will be contacted soon by a TD Wealth advisor.

First Name

Last Name

Phone

Best time to call you(optional)

Appointment Date 1

Time (optional)

Appointment Date 2 (optional)

Time (optional)

Appointment Date 3 (optional)

Time (optional)

Additional comments (optional)

Do not include confidential personal information such as passwords, account numbers or other sensitive information.

You agree to allow TD to communicate with you through email and/or the telephone regarding the contents of this form. The information you provide will only be used to contact you.