Business Details
About
Financial PlannerFinancial PlanningFinancial ConsultantTD Canada Trust
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
Location
Reviews
4.6
9 reviews
5 stars
8
4 stars0
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1 star
1
- ACAndré CôtéJul 21, 20235.0I've had the pleasure of working with Melody for several months now and cannot recommend her services enough. Her expertise as a financial planner is evident, but what sets her apart is her genuine interest in understanding your personal financial goals and creating a tailored plan to achieve them.
- APADITI PANWARJul 19, 20235.0Melody is amazing not only she educated me on how tfsa and rrsp works but also made me think why am I investing ? A lot of self reflection and amazing plan from her for myself. Definitely recommend!
- S羽三SailorJul 8, 20235.0I have been a loyal TD customer since 1998, and their service has consistently exceeded my expectations. This year, Melody achieved her CFP designation and began offering expert guidance tailored to our financial needs. She is exceptionally patient and compassionate, always making herself available for face-to-face or phone consultations—even during her personal time off. Her expertise is impressive, and when she doesn’t have an immediate answer, she makes it a priority to follow up with accurate information—and she always delivers on her promises. I wholeheartedly recommend Melody and have complete confidence in her abilities.
- AAAndyJul 8, 20235.0I've known Melody for over a decade, and can speak with absolute confidence regarding her commitment to the highest standard for her clients. Melody understands the importance of advising ethically, with transparency, and communicating to people in a timely manner. Her ability to connect with clients beyond the superficial and expertise within her financial planning discipline is just one of seemingly endless array of reasons to reach out to her today for a consultation! Should anyone have any questions regarding Melody, I'd be delighted to share with you my genuine thoughts on her character and professional expertise.
Frequently Asked Questions About Melody Liao - TD Financial Planner
What types of financial services does Melody Liao - TD Financial Planner offer?
Melody Liao provides a variety of financial services including Chequing and Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit, as well as Retirement Planning.
Where is Melody Liao - TD Financial Planner located?
The office is located at 15976 108 Ave, Unit 109, Surrey, BC, postal code V4N 5V6, Canada.
How can I contact Melody Liao - TD Financial Planner?
You can contact Melody Liao by phone at +1 604-595-9502 or by email at melody.liao@td.com.
What languages does Melody Liao - TD Financial Planner speak?
The financial planner offers services in English and Mandarin.
Is Melody Liao - TD Financial Planner currently open?
Yes, the business is currently open and operational.
How can I schedule an appointment with Melody Liao - TD Financial Planner?
Appointments can be booked online at http://financialplanners.td.com/melody.liao#index.htm#requestappointment
What nearby dining options are close to Melody Liao - TD Financial Planner?
Nearby dining options include Chuihong, a Korean restaurant, Subway sandwich shops, and Dad's Donair Mediterranean restaurant, which provide convenient meals for clients before or after meetings.
Are there any nearby coffee shops near Melody Liao - TD Financial Planner?
Starbucks Canada is located nearby, making it easy for clients to grab coffee or a snack before or after their financial planning appointments.
Where can I find banking and ATM services near Melody Liao - TD Financial Planner?
TD Canada Trust Branch and ATM and TD Bank locations are close by, providing convenient banking services to clients in the area.
Are there any health and wellness services near Melody Liao - TD Financial Planner?
Nearby health and wellness services include Bare Laser and Skin medical spa, Affinity Massage Therapy, and Dr Scott Russell - Podiatry & Orthotics, offering various options for relaxation and medical care.