Good TD Bank Rep

[BrknFngrs]

Can anyone recommend a good TD bank representative that they deal with?

I had a great rep that I'd been using for years that used to let me communicate with her solely over email for basic items (playing with my mortgage payment, rolling investments, etc) but the rep she suggested when she left has been non-responsive so I'm looking for someone better.

I don't have any real preference on which branch they work out of as I'm looking to do as much as possible over email like I've done historically and it's quite rare that I actually go into the bank.

[TomcoPDR]

Frankie88 is a Beyond sponsor and a TD mortgage rep... another good dude is Percy Ng (TD Mortgage manager too)

[Cos]

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[A790]

Conrad at the 130th location has always been good to me.

[dezmarez]

Originally posted by TomcoPDR
Frankie88 is a Beyond sponsor and a TD mortgage rep... another good dude is Percy Ng (TD Mortgage manager too)

Percy is great, however he is a Moblie Mortgage Rep, so your investments and what not he wouldn't really be able to help with that.

I used to be a financial advisor but have changed roles. I can do my best to set you up with a great advisor.

I have sent you a PM.

[Cos]

.

[dennisaur]

I've dealt with Doris before:

http://mms.tdcanadatrust.com/doris.latouche/

Everything was done over email and the odd phone call

[dezmarez]

Originally posted by Cos
^^ what are you doing now? Do I need a new one too?

Small Business Advisor now.

Same branch, so for you I can still look after you

[Cos]

.

[BrknFngrs]

Thanks for the suggestions guys and the PM, gives me plenty of follow-ups.

[TomcoPDR]

Originally posted by dezmarez



Percy is great, however he is a Moblie Mortgage Rep, so your investments and what not he wouldn't really be able to help with that.

I used to be a financial advisor but have changed roles. I can do my best to set you up with a great advisor.

I have sent you a PM.

+1... sorry I misread the OP, you are correct.

And there's Ken Wu for financial advisor too

Oh wait ur small business, wait you're the tall white dude at Country Hills branch# 8063 right???

[dezmarez]

Originally posted by TomcoPDR


+1... sorry I misread the OP, you are correct.

And there's Ken Wu for financial advisor too

Oh wait ur small business, wait you're the tall white dude at Country Hills branch# 8063 right???

No no. I am the some what short white guy at Branch 8063.

You must be thinking of Chris who was the Manager of Customer Service a couple years ago. He is a good guy!
Him and I have really been the only two white guys at this branch for a few years. (Except for CSRs)

[codetrap]

Another Kudos for dezmarez. I appreciate your help in navigating this RESP nightmare and helping me simplify it. Too bad about the TD policies about RESPs Alberta Grant money.

[flipstah]

Anyone know a good rep in downtown?

[G-ZUS]

Bump, anyone know a good rep in the NE? Felt like the guy I got set up with didn't know Jack squat

[Sugarphreak]

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