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Accounts overview Chequing Savings Youth and Student U.S. Dollar Explore all offersBanking For
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Overdraft Protection TD Global Transfer TD Access Card TD Mobile Deposit Fraud PreventionTD New to Chequing Offer
Get up to $750 in value starting with an eligible TD Chequing Account. Conditions apply.
TD New to Canada Banking Package
Earn up to $1,790 in value when you bank with TD as a Newcomer. Conditions apply.
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TD® Aeroplan® Visa Infinite* Card
Up to $1,350 in value including up to 40,000 Aeroplan points could be yours and receive an Annual Fee rebate for the first year. Conditions Apply.
Featured offer
TD First Class Travel® Visa Infinite* Card
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With a new TD mortgage, get up to $5,100 cashback.
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EasyWeb WebBroker U.S. Banking My Accounts My Accounts Logout Online Services EasyWeb WebBroker U.S. Banking TD Goal Builder Saving and investing can feel overwhelming, but a TD Personal Banker can help by using TD Goal Builder to provide customized investment advice to help you work towards your goals. Whether you’re saving for retirement, an education, a home, or another major purchase, we can help you feel more confident about your financial future. It starts with a conversation — and TD Goal Builder.\r\n"}}" id="text-1bcf71c790" class="cmp-text">Saving and investing can feel overwhelming, but a TD Personal Banker can help by using TD Goal Builder to provide customized investment advice to help you work towards your goals. Whether you’re saving for retirement, an education, a home, or another major purchase, we can help you feel more confident about your financial future. It starts with a conversation — and TD Goal Builder.
The Benefits of TD Goal Builder Play video A TD Personal Banker 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.\r\n"}}" id="text-ae6f92fde0" class="cmp-text">A TD Personal Banker 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 How does TD Goal Builder work? Your goals are unique and we want to provide you with personalized advice to help you achieve them.\r\n"}}" id="text-54d0964d54" class="cmp-text">Your goals are unique and we want to provide you with personalized advice to help you achieve them.
Book an Appointment
A TD Personal Banker 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.
How to access your TD Goal Builder dashboard Once you've met with your TD Personal Banker and set up your goals, accessing the TD Goal Builder dashboard is easy.\r\n"}}" id="text-a4f67af320" class="cmp-text">Once you've met with your TD Personal Banker and set up your goals, accessing the TD Goal Builder dashboard is easy.
1 Login to EasyWebOnce you have met with a TD Personal Banker, log in to your account on EasyWeb.
2 Open the My Accounts menuClick on the Settings & Services icon at the top right.
3 Select TD Goal BuilderFrom the dropdown menu, choose TD Goal Builder.
Sarah & Steve: From planning to homeownershipFor Sarah & Steve, financial advice from TD helped them see their goal of home ownership was closer than expected.
Video length: 1 min 01 s
Play videoWink needed help defining his dream retirement, and a TD Goal Builder conversation helped him get there.
Video length: 1 min 03 s
Play videoAfter moving to Canada, a TD Goal Builder conversation helped Neha define her plan for financial independence.
Video length: 1 min 07 s
Play videoA 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.
What types of financial goals can I set with TD Goal Builder? 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.\r\n"}}" id="text-f2a1ad51a9" class="cmp-text">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.
How do I set financial goals with TD Goal Builder? 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.\r\nThat’s why the best way to set your goals is to turn them into something measurable that you can work towards.
\r\nA 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.
\r\n"}}" id="text-94c4a4236e" class="cmp-text">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.
How can I prepare for my TD Goal Builder appointment? 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. \r\nIn your conversation with your TD Personal Banker, you’ll talk about your financial goals. It’s a good idea to think about them beforehand.
\r\nHelpful 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.
\r\n"}}" id="text-96cbb03f7f" class="cmp-text">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.
What happens after meeting with a TD Personal Banker on TD Goal Builder? 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.\r\n"}}" id="text-978231d394" class="cmp-text">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.
How often should I update my goals in TD Goal Builder? 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.\r\n"}}" id="text-50407aa08d" class="cmp-text">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.
Tips & tools for healthy finances\r\n"}}" id="text-1b04b5b15c" class="cmp-text"> Tips & tools for healthy financesFinancial Health Assessment Tool
By answering a few questions, this tool can provide a snapshot of your financial health and give you helpful information.
Get StartedInvesting 101: Investing Basics
Learn the importance of investing and the type of plans and products available to you for your financial goals.
Read moreSaving vs Investing
Learn the difference between saving vs. investing to help you with your financial goals.
Read more Get started now Book an appointmentBook an appointment with a TD Personal Banker, in person or online, at your convenience.
Book an appointment Book now Give us a callOur TD Personal Bankers are ready to answer your questions and help you get started.
1-800-386-3757 1-800-386-3757 Access TD Goal BuilderOnce you’ve established a goal in TD Goal Builder, you can access the dashboard anytime from EasyWeb.
Login to EasyWeb Looking for advice?\r\n\r\n"}}" id="text-9cf410fbdc" class="cmp-text">
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See you in a bit\r\n"}}" id="text-9b11cbd20f" class="cmp-text"> See you in a bit You are now leaving our website and entering a third-party website over which we have no control.\r\n"}}" id="text-333fa79c60" class="cmp-text">You are now leaving our website and entering a third-party website over which we have no control.
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Site Index TD Personal Banking Personal Home My Accounts How To Today's Rates Accounts (Personal) Chequing Accounts Savings Accounts Student Account Credit Cards Aeroplan points Travel Rewards Cash Back No Annual Fee Low Rate U.S. Dollar Mortgages Loans and lines of credit Personal Investing GIC & Term Deposits Mutual Funds TFSA - Tax-Free Savings Account RSP - Retirement Savings Plan RIF - Retirement Income Options RESP - Education Savings Plan RDSP - Disability Savings Plan Precious Metals Insurance Travel Medical Insurance All Products Students New To Canada Banking Advice for Seniors (60+) Cross Border Banking Foreign Exchange Services Ways to Pay Ways to Bank Green Banking TD Advice TD Small Business Banking Small Business Home Accounts (Business) Chequing Account Savings Account U.S. Dollar Account AgriInvest Account Cheque Services Credit Overdraft Protection Line of Credit Business Credit Cards Loan Business Mortgage Canada Small Business Financial Loan Agriculture Credit Solutions TD Auto Finance Small Business Vehicle Lending Invest for your Business Advice for your Profession or Industry TD Merchant Solutions Foreign Currency Services Employer Services TD Investing Investing Home Direct Investing Accounts Commissions and Fees Trading Platforms Investment Types Investor Education TD Wealth Financial Planning Private Wealth Management Markets and Research TD Corporate About TD Investor Relations Economics Environment Diversity Supplier Information TD Newsroom Careers Other TD Businesses TD Commercial Banking TD Asset Management TD Securities TD Auto Finance U.S. Banking TD Bank Personal Banking TD Bank Small Business Banking TD Bank Commercial Banking TD Auto Finance TD Wealth Private Client Group TD Bank Personal Financial Services Restart TranscriptTD’s support really helped us achieve the goal of buying a house.
Our journey to buy a home was very off and on.
Looking, getting discouraged and then looking again.
And we weren’t firmly planning on doing it at any time until we started working with a TD Personal Banker.
Having a TD Goal Builder conversation helped reshape our timeline, reshape our approach to home buying.
Our original goal was just to open an FHSA.
And the conversations we had really opened our eyes.
She did a very good job of asking us what our goals were, where we were financially and then based on that she was able to give us good advice.
I think she could see that we could buy the house sooner than we thought we could.
(laughs)
You don’t need to have everything figured out before that conversation.
It felt so good knowing we had someone in our corner.
It was so reassuring.
If someone were in a similar situation, my advice would be just book an appointment with a TD Personal Banker.
I would definitely say this is the house we dreamed of.
(laughs)
Restart TranscriptMeeting with a TD Personal Banker humanized the process of banking for me.
My retirement plan is to be able to have a very solid and secure financial future, to be able to give back to the community.
When I first talked to a TD Personal Banker, it was regarding my RSP.
He was asking me questions of where would I like to be.
It felt excellent having the TD Goal Builder conversation.
It was actually quite simple, like talking to an old friend.
They are informative, but they are also understanding of my personal needs and my personal goals and how I could use that to build my future.
It’s more than just crunching numbers.
With each conversation I felt more confident.
I can now visualize what my retirement plan would be.
And how can I get there and I wish that I have started earlier.
Restart TranscriptThe whole process with TD has been very friendly.
I am from India.
Navigating the financial system in Canada is a lot.
And TD did help me navigate that very confidently.
My goal is financial independence.
Travelling, retirement, helping my family and giving back to the community.
When I reached a stage where I had something to invest, that’s where I reached out to a TD Personal Banker.
She and I had a good collaboration conversation around what my goals were, and what were the different products that TD offered that would suit those goals.
The TD Goal Builder conversation helped me define those goals.
It was a very personalized conversation and because it was catered to me, it helped build confidence in the whole process.
Advice that I would give to anybody coming to Canada is to go and talk with a TD Personal Banker.
I do feel that I’m on the right path to getting to my financial goals.
TD Goal Builder | TD Canada Trust,AI智能索引,全网链接索引,智能导航,网页索引
- An advisor could help you achieve your financial goals using the TD Goal Builder.