TD Canada TrustTD Waterhouse

Key Questions

What do you see yourself doing in retirement?
Travelling the world?
Launching your own business?
Enjoying time with your family?
Your answers will influence the retirement planning decisions you make today.

From the priorities below, choose the ones that resonate with you the most.

Lifestyle

Financial Security

Career/Business
Lifestyle

  • How can I give back to my community?
  • Will I have the time and money to do all the travelling I want?
  • What educational opportunities might I want to explore?

Financial Security

  • Will I have enough to retire when I want to?
  • Will I outlive my savings?
  • Where will my retirement income come from?


Career/Business

  • Will I still be working after age 65?
  • Will I be able to start my own business after I retire?
  • Will I share my experience through volunteer work?
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Family

Health

House and Home
Family

  • Will my spouse and I retire at the same time?
  • Will I still be supporting my children after I retire?
  • Will I spend more time with my family than I do now, or less?

Health

  • Will health issues limit the activities I can take part in?
  • What if my spouse or I need long-term care?
  • Will I want to spend winters in a warmer climate due to health issues?

House and Home

  • Will I stay in the home where I raised my family?
  • Will I downsize to a smaller home or condo?
  • Will I move to another country?
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Leaving a Legacy
Leaving a Legacy

  • Who will receive my assets after I pass away?
  • Will I need to leave funds to support a minor or disabled dependent?
  • What’s the best way to support the charitable causes I believe in?
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