Kim Grimard - TD Retail Investment Specialist - Ancaster, Ontario

Samantha M.

Very knowledgeable, however if you change your mind get ready for the headache. I met with Kimberly because she believed my profolio was "messy" she gave me lots of advice which I believed at the time was in my best interest so I agreed. However shortly after arriving home I had a change of heart in the decisions we made so I emailed her shortly after the appointment (same day) explaining that I did not want to go forward and go back to my original plan. Rather than simply agreeing and doing what the customer asked (an advisor is there to advise but its the chose of the costumer, No Questions asked as log as your qualify for what you want to be done), instead, she called me the next day throwing hurtful comments at me, for example telling me that I am not competent to make my own banking decisions, throwing personal information that I shared in the meeting about my financial decisions, and refused to work with me all because I changed my mind and was overwhelmed in the investing process. Soon you later, she agreed to undo all actions going back to my original plan, however, I went to the bank the next day just to see my money dropped everywhere throughout my profolio. Thats an undo? Now it was really MESSY. On top of that I emailed her regarding this and it took her 10 days for her to do what I wanted but at the meeting it took her two hours to do what she wanted. Explain this? Be aware.