Retirement Planning

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
  • How much income is needed for the retirement you aspire to?
  • How can you save enough to fund your retirement?
  • How can you improve tax efficiency during retirement?
  • When should you start taking your government benefits?

My Approach

You've worked hard for your money, and like you, my goal is to help you continue on the path of success. As your financial needs and priorities evolve, I can tap into the expertise of other TD Specialists to help address your wealth management needs.

How I work with you
  1. We'll get started by taking time to understand the whole you – your goals, your motivations, what's most important to you beyond just the numbers
  2. Together we'll then create a financial plan that helps to meet your current and life goals that can adapt to your needs over time
  3. We'll put your plan in action, and continue to track progress and refine your goals when needed

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.