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An advisor can help you build a roadmap and provide investing advice towards making your goals a reality. With the ability to track your progress online and meet with us to adjust your goals, you can feel confident you're on the right path.
Book an Appointment
An advisor will work with you to understand what is important to you and set your unique goals.
Create an action plan
We'll map out a path toward reaching your financial goals and provide a personalized report.
Monitor your progress
Track your progress online and connect with us any time to review, change your goals or add new ones.
Login to EasyWeb
Once you have met with an advisor, log in to your account on EasyWeb.
Open the My Accounts menu
Click My Accounts on the menu list at the top left.
Select TD Goal Builder
From the dropdown menu, choose TD Goal Builder.
A one-on-one conversation with an advisor 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 advisor 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.
An advisor 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 advisor, 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 an advisor 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.
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