Personal Assessment

Have confidence in your financial future

During your complimentary TD Personal Assessment, one of our professionals will:

Take the time to get to know your goals and establish a clear picture of your financial situation
Work with you to understand your assets and liabilities so you know exactly where you stand
Review your investments and help you decide who has the best solutions for you, TD Canada Trust or TD Waterhouse
Calculate how much you should be contributing to your RSP to meet your retirement goals and how a convenient automatic contribution plan could help you save for your future

At the end of your TD Personal Assessment, we will give you advice, recommendations and next steps to help you meet your unique retirement needs.

RSP deadline is March 1, 2010

Prepare for your TD Personal Assessment by completing our questionnaire.

Ask for your TD Personal Assessment today:
Find a branch or call 1-866-770-9123

	Let's figure it out
Your TD Personal Assessment Checklist

Please bring the following information with you when you come in for your meeting

Information we need:		Where you can find it
	Your RSP Savings	RSP Statements
	Your available RSP contribution room	Income tax Notice of Assessment
	Your home value	Property tax assessment notice
	Your bank savings	Bank account statements or passbooks
	Your other savings	Investment account and pension statements
	Your outstanding debt	Mortgage statement Credit card statements Loan or line of credit statements