Find out where your retirement plan stands with your TD Personal Assessment

Feel confident that you’ll be able to retire the way you want, when you want. Come in for your TD Personal Assessment and we’ll help you figure out where your retirement plan stands and make sure it’s on track to help you reach your goals.

Prepare for your TD Personal Assessment by completing our questionnaire on tdretirement.com.

During your TD Personal Assessment, one of our professionals will:

• Take the time to get to know your goals and establish a clear picture of your financial situation
• Work with you to understand your assets and liabilities so you know exactly where you stand
• Review your investments and help you decide who has the best solutions for you, TD Canada Trust or TD Waterhouse
• Calculate how much you should be contributing to your RSP to meet your retirement goals and how a convenient automatic contribution plan could help you save for your future

At the end of your TD Personal Assessment, we will give you advice, recommendations and next steps to help you meet your unique retirement needs.

Visit a TD Canada Trust branch and ask for your TD Personal Assessment today

TD Personal Assessment Checklist:

	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.