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TD Wealth - Edmonton

TD Wealth - Edmonton

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3.0 Google Review
10088 102 Ave #TD Tower, Edmonton, Alberta, T5J 2Z1, Canada
(780) 448-8280 advisors.td.com
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Jun 18, 2018
Although my husband deals with TD bank, my RRSP investments had been with BMO Nesbitt Burns for 20 years. As we had joint accounts with TD, we were referred to Hilary Chan/Financial Planner. Not only was he personable, I was very impressed with Mr. Chan's knowledge and his professionalism. He listened to our financial goals and spent time reviewing our investments & developed a portfolio for us with graphs, timelines, projections, retirement goals etc ; all summarized in a folder. My BMO financial advisor never offered do that. I was very impressed with Hilary's customer service that, I transferred all my RRSP'S fr BMO Nesbitt Burns to let Hilary over see our investments. The BMO Nesbitt Burns financial advisor made little effort to spent time evaluating my short & long term goals; especially; when I was looking at retiring in the near future. Mr. Chan was the complete opposite; doing his job of what a financial planner should be doing for his clients. It was very refreshing to deal with Mr. Chan. We are content both of our RRSP'S investments are now managed by TD Waterhouse.

May 4, 2016
This is not the TD Bank on Whyte Avenue which is located at the intersection of Whyte Ave (82 Ave) and 109 St. in Edmonton. It is rather confusing that this would come up under my search.

Sep 3, 2018

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