Let us help you achieve your retirement dreams.
At TD, we believe that how you get there is equally as important as where you’re going. With products like the TD Comfort Portfolio, family of mutual funds and Market Growth GICs, retirement planning can be a more fruitful experience.
It all starts by coming in to a TD Canada Trust branch for your complimentary TD Personal Assessment.
During your assessment, one of our professionals will:
- Take the time to get to know you to establish a clear picture of your personal and financial goals
- Work with you to understand your assets and liabilities so you know exactly where you stand
- Review your options to help you decide who has the best investment solutions for you, TD Canada Trust or
TD Waterhouse
- Calculate how much you should be saving to meet your retirement goals and discuss how a convenient automatic contribution plan can help you save for your future
At the end of your complimentary TD Personal Assessment, we will give you advice, recommendations and next steps to help meet your unique retirement needs.
Prepare for your TD Personal Assessment by completing our questionnaire on tdretirement.com
Visit a TD Canada Trust branch and ask for your TD Personal Assessment today
TD Personal Assessment Checklist:
Please bring the following information with you when you come in for your meeting.
| |
Information we need |
Where you can find it |
 |
Your RSP savings |
Your RSP statements |
|
Your home value |
Property tax assessment notice |
|
Your bank savings |
Bank account statements or passbooks |
|
Your other savings |
Investment account statements |
|
Your outstanding debt |
- Mortgage statement
- Credit card statements
- Loan or line of credit statements
|
This information will help ensure that we get an accurate picture of your financial situation and circumstances so that we can provide you with the appropriate advice.
|
