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.
Location
Summer Xu - TD Financial Planner - Closed
15110 North Bluff Rd, White Rock, BC
V4B 3E5, Canada
Reviews
4.5
8 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star
1
- KOKelly OdohertyFeb 11, 20225.0Pleasure to deal with very informative.
- SCSimon X CDec 15, 20215.0专业、周到，Summer Xu 还是一位美丽、聪明、贴心的家人！
- ETEH tallerNov 21, 20215.0Summer作为FP为我的家庭提供理财服务已经有几年时间了，在此期间合作非常愉快。Summer不仅具备丰富的财务规划和资产管理专业知识，而且非常擅长为客户量身定制理财计划，确保理财产品布局符合个性化需求，每次沟通会她都会准备详尽的资产报告，并且进行耐心细致地讲解。感谢Summer的辛苦努力和付出。
- RCRoger ChenNov 17, 20215.0Summer has been served for us more about ten years with her professional investment knowledge. She always helped us to make right choices to make money, and she explain us why we should choose in patience. We trust her and continue the service from her. Many thanks, Summer.
- AAabcJul 17, 20201.0Unprofessional!!
Frequently Asked Questions About Summer Xu - TD Financial Planner - Closed
What is the current status of Summer Xu - TD Financial Planner branch?
The Summer Xu - TD Financial Planner branch located at 15110 North Bluff Rd, White Rock, BC is currently closed.
How can I contact Summer Xu - TD Financial Planner for financial planning services?
You can contact Summer Xu - TD Financial Planner by phone at +1 604-541-2020 or via email at Summer.Xu@td.com.
Where can I book an appointment for in-person financial advice with Summer Xu?
You can book an appointment online at http://financialplanners.td.com/yan.xu2 to receive in-person assistance for borrowing, investing, or other financial advice.
What languages does Summer Xu - TD Financial Planner speak?
This financial planner speaks English and Chinese to assist customers.
What COVID-19 safety measures are in place at Summer Xu - TD Financial Planner branches?
To keep customers and colleagues safe, branches implement physical distancing guidelines, limit the number of customers inside, and may have longer wait times. The first hour of operation is dedicated to serving seniors and vulnerable populations with urgent needs, and customers are asked not to visit if experiencing COVID-19 symptoms or exposure.
What categories best describe Summer Xu - TD Financial Planner's services?
The services include financial planning, financial consulting, and are part of TD Canada Trust.
Which nearby financial services can I visit if Summer Xu's branch is closed?
Nearby financial service options include Keith Henderson - TD Financial Planner, TD Canada Trust Branch and ATM, TD Bank, and TD Waterhouse, all offering various financial and banking services.
Are there any nearby places where I could get grooming or pet services when visiting the area?
Yes, Luxe Dog Boutique and Salon provides pet grooming and related services close to the financial planner's location.
What local stores or services are nearby for home improvement and arts during a visit?
Nearby you can find Forever Destiny Homes for construction and home improvement needs, and The Gallery Framing & Art Supplies for arts and crafts supplies.
Are there any beauty or wellness services available near Summer Xu - TD Financial Planner?
Yes, nearby beauty salons such as Obsidian Hair - Formerly Bombshell Beauty Bar and Texture This offer hair and beauty services for visitors in the area.