Wanting clarity for retirement and ensuring she can live the lifestyle she envisions
How TD Helped
Dominique has two children - Yvette, 25, and Paul, 20. She and their father divorced not long after Paul was born, and Dominique raised them as a single parent. They are extremely close and Dominique has no plans to remarry.
While she is financially secure, Dominique does not consider herself wealthy by any means. She is worried about major expenses that could affect her own retirement plans and children's future. She has about $650,000 in investable assets and would like to retire within the next five to seven years.
Dominique's advisor sat down with her and reviewed everything she had working for her, from her home and vacation property, to her registered Retirement Savings Plan (RSP), Tax-Free Savings Account (TFSA) and savings accounts. He also helped her map out her cash flow, so they both had a clear understanding of where her money was coming from, where it was going and where they could find opportunities.
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Discover how TD Wealth
can help you
TD Wealth has helped many pre-retirees like Dominique create a plan based on their unique goals. To find out how we can help you reach your goals, speak with an advisor today.
Call 1-800-577-9594 or find an advisor in your area.