Hi! Not sure if I’m posting in the right place, but I’ve had a tfsa for the last 6ish years with Edward Jones, this year I had a pretty large settlement come through and decided it’s time to start an RRSP and a FHSA and put the rest in my tfsa. I went in and spoke with my broker on January 9 of this year. I sent an email at the end of January as I received no paperwork to open both accounts, the lady who responded (assistant for my broker) seemed confused and then when I explained what we talked about in our meeting with her boss, she didn’t even reply.
So a couple of weeks go by and it’s now mid Feb and I’m a little frustrated as I was supposed to be given an account number to send for my FHSA & RRSP AND paperwork, still nothing. When I called they told me my girl took a leave of absence, still to this day haven’t heard from her. They apologized and sent the paperwork over and tried to rush so I could make the cut off for the RRSP for last year (I’m also frustrated because I missed out on making more payments to the account because of their negligence)
It is now March 22 and I still have no money taken out from my account from my RRSP, and honestly I don’t think my tfsa is even making a dent, I have more money to send them but at this point I’m wanting to pull everything and work with someone else.
Is this enough for someone to cancel their accounts with them and move somewhere else?
Thank you in advance, I’m very frustrated and just want to work with someone who actually wants to do their job.