Business Details
About
Financial PlannerFinancial PlanningFinancial Consultant
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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- TMThe Waffle ManFeb 25, 20245.0She was very knowledgeable, her experience is apparent in the depth of advice I received. Professional and friendly too.
Frequently Asked Questions About Tonia Rossi - TD Financial Planner
What is the address of Tonia Rossi - TD Financial Planner?
Tonia Rossi - TD Financial Planner is located at 1633 Ellis Street, Unit 100, Kelowna, BC, V1Y 2A8, Canada.
How can I book an appointment with Tonia Rossi for financial planning?
You can book an appointment online through their reservation URL: http://financialplanners.td.com/tonia.rossi/index.htm#requestappointment
What are the safety guidelines at the branch during visits?
The branch has implemented physical distancing guidelines, limits the number of customers inside, and the first hour is dedicated to seniors and vulnerable populations. They ask you not to visit if you have COVID-19 symptoms or exposure.
What types of financial services does Tonia Rossi offer?
Services include borrowing, investing, financial advice, and planning as a TD Canada Trust Financial Planner and Consultant.
What is the preferred way to contact Tonia Rossi by email?
You can contact Tonia Rossi via email at tonia.rossi@td.com
Is Tonia Rossi - TD Financial Planner currently open?
Yes, the business is currently open and serving customers.
What nearby financial service professionals can I visit when in the area?
Nearby financial service professionals include Kevin Commins - TD Account Manager Small Business, Patti Dwyer - TD Financial Planner, and TD Bank Private Banking - Maureen Spall and Elizabeth Cameron, offering additional banking and financial advice services.
Are there accountants near Tonia Rossi's office for financial or insolvency services?
Yes, Grant Thornton Limited and Grant Thornton LLP Canada, which offer accountant and licensed insolvency trustee services, are located nearby.
What dining options are available near Tonia Rossi - TD Financial Planner?
You can visit Yamas Taverna, a Greek and Mediterranean restaurant close by, for a meal before or after your appointment.
Is there convenient parking near the TD Financial Planner's office?
Yes, TD Canada Trust offers parking facilities near the office to assist customers visiting the branch.