Bank

I would like to open up a savings/chequing account.  Can someone help me?

  • How do I transfer money from another country into my current account?

  • How do I open an RESP account for my children? (Registered Education Saving Plans)

  • How do I apply for a loan?

  • Can I consolidate all my debt into one loan?

  • Does your bank have any security boxes available?  How much is it for the year? 

  • What is the exchange rate today for (American dollars/Euros)?

  • Can I buy foreign currency (American dollars/Euros) the same day?

 

Checklist

  • Did you explain what information you needed?

  • Did you give all the necessary details?

  • Did you ask all the questions?

  • Did you repeat back all the important information?  (date - time - location)

  • Did you thank the other person for their help and information?

        Thank you for all your help.  Thank you for your assistance.  Thanks for everything.  I appreciate your help.

        This was a lot of information, I will get back to you, thank you.