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. 無論您是為退休、教育、購房或者其他大額開支而儲蓄,我們都可以幫助您充滿信心地迎接自己的財務未來。一切始於一次對話以及TD Goal Builder。


TD Goal Builder的優點

A TD Personal Banker can help you build a roadmap and provide investing advice towards making your goals a reality. 透過網上追蹤進展,並與我們定期見面調整目標,您可以放心,您不會偏離正軌。

TD Goal Builder如何發揮作用?

您的目標獨一無二,我們希望為您提供個人化的建議,幫助您實現目標。

  1. 預約見面

    A TD Personal Banker will work with you to understand what is important to you and set your unique goals.

  2. 制定行動計劃

    我們將為實現您的財務目標制定路線圖,並提供個人化報告。

  3. 監測進度

    您可以網上追蹤進展,並隨時與我們聯繫,以復核、更改目標或添加新目標。

如何瀏覽您的TD Goal Builder概覽

Once you've met with your TD Personal Banker and set up your goals, accessing the TD Goal Builder dashboard is easy.

  • 1

    登入易線網上理財

    Once you have met with a TD Personal Banker, log in to your account on EasyWeb.

  • 2

    打開「我的賬戶」選單

    Click on the Settings & Services icon at the top right.

  • 3

    選擇TD Goal Builder

    從下拉選單中,選擇TD Goal Builder。


常見問答

A 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. 我們會評估您目前的財務狀況,並提供個人化的建議,以幫助您充滿信心地迎接自己的財務未來。您可以隨著時間追蹤您的目標,並與顧問一起根據您的生活和財務狀況的變化調整目標。


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.


您的短期和長期財務目標對您來說是獨一無二的。這些目標通常基於您的生活狀況或一系列環境因素,並且隨著您的需求變化而逐漸演變。

因此,設定目標的最佳方式是將其轉化為可量化的指標,以便您可以朝著這個方向努力。

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.


提供盡可能多的資訊將幫助我們更準確地了解您的財務目標及如何實現這些目標。

In your conversation with your TD Personal Banker, you'll talk about your financial goals.事先考慮一番是一個好主意。

建議準備好以下實用財務資訊,包括來自加拿大稅務局(CRA)的評稅通知、來自其他金融機構的投資報表,以及任何相關的保險單據。


一對一對話之後,您將收到一份個人化報告。報告內容包括會面期間獲得的重要洞見總結、您實現財務目標的進展追蹤情況,以及您為實現這些目標要採取的行動。您也可以隨時透過易線網上理財,網上追蹤進度。


為實現財務目標進行儲蓄需要時間。 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.如果您只是想修改或添加新目標,也歡迎您隨時與我們聯繫。


保持財務健康的技巧和工具

  • 財務健康評估工具

    只需回答幾個問題,此工具便可以概括地了解您的財務狀況,並為您提供實用資訊。

  • 投資入門:投資基礎知識

    了解投資的重要性以及可供您選擇的各種計劃和產品,這些都將有助於您實現財務目標。

  • 儲蓄和投資

    了解儲蓄和投資的區別,這將對您實現財務目標有所幫助。


立即開始

  • 預約會面時間

    Book an appointment with a TD Personal Banker, in person or online, at your convenience.

  • 請致電聯絡我們

    Our TD Personal Bankers are ready to answer your questions and help you get started.

    1-800-386-3757 1-800-386-3757
  • 瀏覽TD Goal Builder

    一旦您在TD Goal Builder中設立了目標,就可以從易線網上理財隨時瀏覽該概覽。

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