The TD logo appears as music starts playing. The logo disappears to show a woman walking past houses.
Voice on screen: Have you thought about where you want to be in a few years?
A couple lies on the floor, next to a stack of boxes. The woman waves house keys in the air.
Voice on screen: Is it moving into a new home?
A woman stands with her arms outstretched as a plane flies overhead. She throws her hat into the air.
Voice on screen: Maybe it's boarding a plane for that trip of a lifetime you always wanted to take.
The visuals change to animation. A character sits in a chair and types on his laptop next to a clock. A thought bubble appears, showing he is thinking about house keys.
Voice on screen: Whether it's five, ten, 15 or 40 years down the line, by starting a plan you can begin to pave the way so that your goal becomes a reality.
The character drives down the street.
Voice on screen: We always hear how important it is to plan for your goals.
The character sleeps at a computer desk.
Voice on screen: But many Canadians don't always get around to it.
A thought bubble shows a checklist for a car, house, and vacation.
Voice on screen: That's OK because the good news is that you can always start at any time.
A graduation hat appears on the character's head.
Voice on screen: You don't need to be an investing guru.
Bags of money fall from the sky. A thought bubble shows a light bulb.
Screen text: Get started
Voice on screen: You don't need to wait till you're earning more money. Anyone can get started as long as you have an idea of what goals you would like to achieve.
The character holds a tablet. Beside him is a picture of palm trees and a beach ball, then a house.
Screen text: I'm investing for retirement I'm investing for a major purchase
Voice on screen: If you start now, you can adjust your plan later. Chances are you may need to because your life and lifestyle habits may change over time.
A checklist appears.
Screen text: 1 2 3
Voice on screen: There are plenty of reasons to create a plan for your financial goal. Here are three to think about right now.
The character walks along a bar with four markers labelled, Year 1; Year 3; Year 5; and Year 7. Behind him is a picture of a house, then palm trees, then money.
Screen text: A plan may help you see how realistic your goal is.
Voice on screen: First, a plan may help you see how realistic your goal is. Do you need more time before you can grow the down payment for that house, or book that vacation? Maybe your timeline can stay the same, if you lower your spending or bring in additional funds.
A map shows pictures of palm trees, a baby carriage, a house, and a car.
Voice on screen: Once you lay out your finances, you can start painting a clearer picture of the timeline you'll need for your goal.
The character looks at his mobile device. Beside him is a green thermometer with pictures a car, palm trees, and a house. The thermometer rises to the top as checkmarks appear.
Screen text: A plan can help you measure your progress
Voice on screen: Second, a plan can help you measure your progress. Before you reach your ultimate goal, you can set up smaller financial goals or milestones along the way. This can help you stay on track.
The character smiles and points to a green shield.
Screen text: A plan may help you feel more confident about how your money is working for you.
Voice on screen: Third, a plan may help you feel more confident about how your money is working for you.
The character types on his mobile device next to a computer displaying the TD logo and graphs.
Voice on screen: This could help you to regularly monitor what's going in and out of your accounts.
A close-up of the character's face shows cogs and wheels over his head, showing he is thinking. Below him is a bar with four markers labelled, 5 years; 10 years; 15 years; 20 years.
Voice on screen: If you stay informed, you may be able to make smarter decisions about your spending habits and investments for the long-term, as opposed to only focusing on the short-term.
The animated character disappears and a TD WebBroker screen appears. The screen shows the steps that clients can take to create a plan for their investment goals.
Voice on screen: If you’re ready to start planning, visit the Goals tab in WebBroker. In just four steps, you can create a plan of your own and view a projection of how your plan is expected to grow over time. You'll also have the ability to adjust that projection by changing some of the criteria, like your regular contributions and target age.
The animated character returns. He types on his laptop and a thought bubble shows a checklist for a car, house, and vacation. The character sits in a beach chair while a car, a house, palm trees, and a baby carriage appear.
Voice on screen: With a plan created, you'll have a clearer idea of how to make your goal into a reality.
A phone appears.
Screen text: 1-800-465-5463 24 hours a day, 7 days a week
Voice on screen: If you'd like more assistance, speak with an Investment Representative today. We're open 24 hours a day, 7 days a week.
Screen text: Disclaimer: The information contained herein has been provided by TD Direct Investing and is for information purposes only. The information has been drawn from sources believed to be reliable. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual's objectives and risk tolerance.
Securities-related information displayed or mentioned during this video is for discussion purposes only and is not endorsed by TD Direct Investing, The Toronto-Dominion Bank or its affiliates and related entities.
TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
All trademarks are the property of their respective owners.
® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank.
The TD logo appears as the music ends.
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