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WEBINARS / MANAGING MY PERSONAL FINANCES AND BANKING MY BUSINESS

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Managing My Personal Finances + Banking my Business

November 13, 2024 @ 7:30 PM - 8:30 PM

Core 1 | 1 CE Credit | AGD Code: 550

Description

Managing My Personal Finances – An overview of the products and services available to you at the bank to help you achieve your personal financial goals.

Banking my Business – An overview on how TD Bank supports the growth of female practitioners.

Objectives

  • What does the bank have to manage my personal finances and savings
  • Budgeting and managing my debt
  • How to finance my home
  • Understand our programs, our value proposition and how to connect with us.

About our Speaker(s)

Christina Pagliaroli

Branch Manager, TD Canada Trust

Over 13 years of Retail Branch Banking experience, of which 6 years working in People Management; fostering a growth mindset developing and influencing colleagues to meet more customer needs. I've led many teams and worked within different markets to build strong processes for my team to deliver on all personal and business customer needs. I always lead with the customers best interests top of mind and value wholesome advice conversations that lead to financial success and business growth for our customers.

Mansee Patel

Regional Manager, TD Professional Banking

With over 20 years of experience in Banking, I have developed the expertise & industry knowledge to work with Healthcare and Business Professionals in providing them solutions to meet their goals at every stage. We at TD are committed to working with you by taking the time to understand your business and advising you on tailored solutions through out your career. In my spare time I enjoy cooking and experimenting vegan food for family and friends.

Romel Roopchand

Regional Manager, TD Professional Banking

With over 17 years in banking, the most recent 6 years working with Healthcare and Business Professionals providing financial solutions, I have developed strong expertise and knowledge of the industry along with a vast network of experts to bring wholesome solutions that meet the banking needs female practitioners, no matter what stage of their career they are in. I take pride in providing timely advice to our female dental customers and together with my team, committed to helping you along the path to success.

Women in Dentistry is a locally approved PACE Program Provider for FAGD/MAGD Credit. Approval does not imply acceptance by any regulatory authority or AGD endorsement. 10/1/2019 to 9/30/2025. Provider #210738.

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