Investing › Pre-Retirement Planning

Pre-Retirement Planning

Offer #RetireReady

Get up to $300 toward becoming #RetireReady

Together, let’s start planning your journey

Book an appointment

Or call 1-844-352-1903

Even just 15 years before retirement, it’s not too late to plan for your future. How about that sailing trip you’ve been dreaming of? Or competing in an Ironman? Just think of all the things you hope to accomplish.

Get started with a free TD goals-based assessment where we can get to know the real you – not just the numbers – and find out how to get up to $300 toward becoming #RetireReady.

How to get up to $300 towards
becoming #RetireReady:

Speak to a TD Advisor & get a free
TD goals-based assessment

in branch or on the phone by March 1, 2017

Invest $5,000 or more

by March 31, 2017

For an investment of $5,000 or more, you can choose:

  • A qualifying non-cashable Guaranteed Investment Certificate (GIC) with a term of 1 year or more; or
  • An eligible TD Mutual Fund or TD Managed Assets Program portfolio and, by March 1, 2017 set up a new or increase an existing Pre-Authorized Purchase Plan.

For an amount of $100,000 or more, you can invest into a new or existing qualifying TD Wealth Financial Planning account.

Invest more, get awarded more!

Amount invested Amount awarded
$5,000 - $9,999 $50
$10,000 - $49,999 $100
$50,000-$99,999 $200
$100,000 + $300

Make sure to meet all eligibility requirements detailed in the Terms & Conditions as they vary for TD Canada Trust clients and TD Wealth Financial Planning clients.

We’ll provide the award

if all eligibility conditions are met:

  • by July 31, 2017 for TD Canada Trust clients
  • by October 31, 2017 for TD Wealth Financial Planning clients

Ready to get started?

Talk to us about your retirement goals and start
thinking about becoming #RetireReady today.

Book an appointment

Or call 1-844-352-1903