A one-on-one conversation with a TD Personal Banker using TD Goal Builder can help you define your goals and build a roadmap toward achieving them. We’ll review your current finances and provide personalized advice to help you feel more confident about your financial future. You can track your goals over time and work with an advisor to make adjustments as your life and financial situation change.

Your TD Personal Banker can help you set goals with TD Goal Builder that include saving for retirement, a child’s education, a home, or a major purchase.

Your short and long-term financial goals are unique to you. They can often be based on your life situation or set of circumstances and can evolve over time as your needs change.

That’s why the best way to set your goals is to turn them into something measurable that you can work towards. 

A TD Personal Banker using TD Goal Builder can help you translate your unique goals into a tangible roadmap that you can adapt and modify over time whenever you need.

Providing us with as much information as possible will lead to a more accurate picture of what your financial goals are and what it will take to achieve them. 

In your conversation with your TD Personal Banker, you’ll talk about your financial goals. It’s a good idea to think about them beforehand. 

Helpful financial information to bring along may includes your notice of assessment from the CRA (Canada Revenue Agency), investment statements from other financial institutions, and any relevant insurance policies.

After your one-on-one conversation, you’ll receive a personalized report. This will include a summary of the insights from your appointment, how you’re tracking toward your financial goals, and the actions you’re taking to achieve them. You’ll also have the ability to track your progress online in EasyWeb whenever you like.

Saving for your financial goals can take time. We recommend you meet with a TD Personal Banker at least once a year to stay on track and ensure your roadmap reflects any life events that may have changed your financial situation. You’re also welcome to connect with us any time you’d simply like to modify or add new goals.