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Subject: Are you on track for retirement? TD Investment Services can help
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Are you on track for retirement? TD Investment Services can help
 
 
 
 
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View web version 


 
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For illustrative purposes only. Not representative of any client account.
 


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Get started 


Hi Fabio,
 

Our comprehensive financial planning tool gives you a clear picture of your goals, progress, and next steps. Meet with a TD Wealth Financial Advisor to see if you&rsquo;re on track for retirement using the TD Wealth Plan1.
 

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TD Investment Services (US) 2 gives you access to a personalized TD Wealth Plan, plus guidance and solutions designed to help bring your retirement vision to life.
 


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TD Investment Services (US)  includes:

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Your dedicated TD Wealth Financial Advisor provides you with advice and guidance, in person, over the phone or digitally
 

 
 

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Access to TD Managed Portfolios3, managed and monitored by experienced investment professionals
 


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  </head>
  <body bgcolor="#f5f5f5" style="margin: 0 !important; padding: 0 !important;"><style type="text/css">
div.preheader 
{ display: none !important; } 
</style>
<div class="preheader" style="font-size: 1px; display: none !important;">Meet with an advisor to get your TD Wealth® Plan</div>
  <!-- preheader hack slot -->
  <table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><!-- PREHEADER HACK DESKTOP ONLY : BEGIN -->
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  <!-- DESKTOP : BEGIN -->
  <table id="preheader" class="hide ShowLibero deviceWidth" width="600" cellpadding="0" cellspacing="0" border="0" role="presentation" style="width:600px">
      <tr>
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<p style="line-height:0;overflow:hidden;max-height:0;font-size:0 !important;display:none
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          </p>
        </td>
      </tr>
    </table>
    <!-- DESKTOP : END -->
    <!-- PREHEADER HACK DESKTOP ONLY : END --></td></tr></table>
    <!-- OUTER CONTAINER (GMAIL APP - FORCE DESKTOP VIEW) -->
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      <tr>
        <td align="center" style="background:#f5f5f5;">
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              <td class="view_online_mobile" style="padding: 16px 16px 16px 0;">
                <!-- Necessary tracking info : BEGIN --> 
                <table width="1" height="1" cellpadding="0" cellspacing="0" border="0" role="presentation">
                  <tr>
                    <td style="font-size:0px; line-height:0px;">
                      <img src="http://mi.td.com/p/up/939cb87f0390857e/o.gif?mi_u=AMCB_RMNO_00000043234996_RETAIL&mi_ecmp=TD4753_111925_WEALTH_ACQ_MKG_F26_Q1_TD_Wealth_IYW_No_Offer_W1_TDIS" width="1" height="1" alt="" aria-hidden="true">
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                <!-- Necessary tracking info : END -->
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                <table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation">
                  <tr>
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                      <table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation">
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                              <tr>
                                <td align="right">
                                  <a  href="https://view.e.tdbank.com/?qs=6fa026066bb9813f41a0e1ea6c25c56b5254981ecd91afbe26f76e7a29f54dfaa5bb7fe8ddfb9c5fe4280c87bfad4e1e635bd3379ebe9a150b61cf7976b1381a56bf511dd4b51fca2bf8691bf47a7f19ad647d481437f792" color="#008a00" style="font-family:Arial,Helvetica,sans-serif; font-size:12px; line-height:18px; color:#008a00; text-decoration:underline; text-align: right;" target="_blank">View web version</a>
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              <td class="responsive-table" style="background:#ffffff;">
                <!-- BODY CONTENT : BEGIN -->
                <table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation" style="background: #ffffff">
  <tr>
    <td class="p-0" style="padding: 0 0 8px">
      <table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation">
        <tr>
          <td class="pt-3 pb-3 px-3" style="padding: 24px; background: #EFEDEE">
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              <tr>
                <td>
                  <table cellpadding="0" cellspacing="0" width="100%" border="0" align="center" role="presentation">
                    <tr>
                      <td>
                        <a href="https://click.e.tdbank.com/?qs=5529563d442df0479341751b5941c27599cdb9adbbc2bdc24a59dcd773eb6a63794c8dd16884479143db0fc25b8d157344eec8653f0946291d97df5b373fe9da" target="_blank" ><img class="responsive-TDlogo" align="left" style="text-align:right; align:right; display:block; font-family:Arial,Helvetica,sans-serif; font-size:24px; line-height:30px; color:#ffffff; font-weight:bold;" src="https://image.e.tdbank.com/lib/fe3d11727564047d741777/m/1/c7e3a45a-e343-4409-879e-ec0cfd614b0d.png" alt="TD" width="48"></a>
                      </td>
                      <td>
                        <a href="https://click.e.tdbank.com/?qs=5529563d442df047f0f1aa8276da7ad1e6ae064cbef52477c673e86e45f68a2bc748d4ce43d1d19a354c28a94190fe5a3ee4e82c91ac5a2885f6c352e7881f77" target="_blank" ><img class="responsive-TDwealth" align="right" src="https://image.e.tdbank.com/lib/fe3d11727564047d741777/m/1/89e3052a-9b21-4ba0-bcac-fdf49dc423d8.png" style="display:block; font-family:Arial,Helvetica,sans-serif; font-size:24px; line-height:30px; color:#000000; font-weight:bold;" alt="TD Wealth" width="120"></a>
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        <tr>
          <td align="center" style="text-align:center">
            <table align="center" border="0" cellpadding="0" cellspacing="0" class="responsive-table" width="100%">
              <tr>
                <td align="center" style="text-align:center;">
                  <a href="https://click.e.tdbank.com/?qs=5529563d442df047a3cd18bc957187228bad42f4090c2732babc099a7778374f49f1bf1b5d70bf3700ace56dc428fc730943404b2ef230da812025d3f18f0835" target="_blank" ><img class="mobile-width-full" align="center" style="text-align:center; align:center; font-family:arial,helvetica,sans-serif; font-size:40px; line-height:46px; font-weight:bold; color: #000000; width: 100%; height: auto" src="https://image.e.tdbank.com/lib/fe3d11727564047d741777/m/1/8fa20b02-9880-4d4e-92a5-5f6728c2bc96.png" alt="TD Wealth® Plan: Your Roadmap to Retirement" width="600" height="360"></a>
                </td>
              </tr>
            </table>
          </td>
        </tr>
      </table>
    </td>
  </tr>
</table></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><!-- G-TB-1 START -->
<table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%">
  <tr>
    <td bgcolor="#FFFFFF" class="pt-1 pb-4 px-4" style="padding: 0 32px 24px; background-color: #ffffff; color: #1c1c1c">
      <!-- START: TEXT -->
      <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%">
        <tr>
          <td align="center">
            <p style="font-size: 10px; line-height: 16px; mso-line-height-rule: exactly; font-family: Arial, sans-serif; color: #616162; margin: 0; text-align: center">For illustrative purposes only. Not representative of any client account.
            </p>
          </td>
        </tr>
      </table>
      <!-- END: TEXT -->
    </td>
  </tr>
</table>
<!-- G-TB-1 END --></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation" style="background: #ffffff">
  <tr>
    <td align="center">
      <table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation">
        <tr>
          <td>
            <!-- CTA : BEGIN -->
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              <tr>
                <td align="center" style="text-align:center">
                  <div>
                    <table border="0" cellspacing="0" cellpadding="0" align="center" style="width: 184px; border-collapse: collapse; margin-left: auto !important; margin-right: auto !important;" role="presentation">
                      <tr>
                        <!--[if mso]><td style="height:42px; width:1px; font-size:0px;">&nbsp;</td><![endif]-->
                        <td align="center" bgcolor="#002B1A">
                          <a href="https://click.e.tdbank.com/?qs=5529563d442df0476ddacbdab461fe325431437012cdf8437dbf665cdc8513d9afc454a633e4e46cd2382fc3ee4fcaae8c47d9829139dd1886f06182a75d2d07"  style="background-color:#002B1A; color:#CFBD91; display:inline-block; font-family: Arial, Helvetica, Verdana, sans-serif;font-size:16px; font-weight:bold; line-height:42px; text-align:center; text-decoration:none; width:184px; -webkit-text-size-adjust:none;">Get started</a>
                        </td>
                        <!--[if mso]><td style="height:42px; width:1px; font-size:0px;">&nbsp;</td><![endif]-->
                      </tr>
                    </table>
                  </div>
                </td>
              </tr>
            </table>
            <!-- CTA : END  -->
          </td>
        </tr>
      </table>
    </td>
  </tr>
</table></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><!-- G-TB-1 START -->
<table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%">
  <tr>
    <td bgcolor="#FFFFFF" class="py-4 px-4" style="padding: 32px 32px 18px; background-color: #ffffff; color: #1c1c1c">
      <!-- START: TEXT -->
      <table role="presentation" border="0" cellpadding="0" cellspacing="0" width="100%">
        <tr>
          <td align="center" style="padding:0 0 24px">
            <p style="font-size: 18px; line-height: 27px; mso-line-height-rule: exactly; font-family: Arial, sans-serif; color: #1c1c1c; margin: 0; text-align: left" class="body-base">Hi Fabio,
            </p>
          </td>
        </tr>
        <tr>
          <td align="center" style="padding:0 0 24px">
            <p style="font-size: 18px; line-height: 27px; mso-line-height-rule: exactly; font-family: Arial, sans-serif; color: #1c1c1c; margin: 0; text-align: left" class="body-base">Our comprehensive financial planning tool gives you a clear picture of your goals, progress, and next steps. Meet with a TD Wealth Financial Advisor to see if you&rsquo;re on track for retirement using the <b>TD Wealth Plan</b><sup>1</sup>.
            </p>
          </td>
        </tr>
        <tr>
          <td align="center" style="padding:0 0 24px">
            <p style="font-size: 18px; line-height: 27px; mso-line-height-rule: exactly; font-family: Arial, sans-serif; color: #1c1c1c; margin: 0; text-align: left" class="body-base"><a href="https://click.e.tdbank.com/?qs=5529563d442df047ef3792eab2f055144169811457daf523b60543719a35645ab85e52c77b3efa3c864110553fc8099548670b9259c9649b0290c9ad9d2ba63d" target="_blank"  color="#1c1c1c" style="color: #1c1c1c; font-weight: bold; text-decoration: none; mso-color-alt: #1c1c1c">TD Investment Services (US)</a><sup>2</sup> gives you access to a personalized TD Wealth Plan, plus guidance and solutions designed to help bring your retirement vision to life.
            </p>
          </td>
        </tr>
      </table>
      <!-- END: TEXT -->
    </td>
  </tr>
</table>
<!-- G-TB-1 END --></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><table cellpadding="0" cellspacing="0" width="100%" border="0" role="presentation">
  <tr>
    <td align="center" aria-hidden="true">
      <table class="line-width-90" cellpadding="0" cellspacing="0" width="80%" border="0">
        <tr>
          <td align="center" style="background: #ffffff; font-size:0; line-height:0; border-bottom:1px solid #816D3F;">&nbsp;
          </td>
        </tr>
      </table>
    </td>
  </tr>
</table></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><!-- TWO COLUMNS : BEGIN -->
<table width="100%" border="0" cellspacing="0" cellpadding="0" style="min-width: 100%; background: #ffffff;" role="presentation">
  <tr>
    <td align="center" style="vertical-align: top;">
      <table width="100%" border="0" cellspacing="0" cellpadding="0" style="min-width: 100%;" role="presentation">
        <tr>
          <td>
            <table role="presentation" cellspacing="0" cellpadding="0" border="0" width="100%">
              <tr>
                <td>
                  <table cellpadding="0" cellspacing="0" width="100%" border="0" align="center" role="presentation">
                    <tr>
                      <td class="pt-6 px-3 pb-5" style="padding: 36px 20px 30px;">
                        <h2 class="headline-h4" style="vertical-align: top; text-align:center; font-family: Arial,helvetica,sans-serif; color:#1C1C1C; font-size: 24px; line-height: 28px; font-weight:normal; margin:0;"><a href="https://click.e.tdbank.com/?qs=5529563d442df047de5473ac56e328c4e800599e8bed081ba257e3fc64376a315f244c7173c6242e8e36826c6b7749bbcf83a525f050641ad490522106cf9b3f" target="_blank"  color="#1c1c1c" style="color: #1c1c1c; font-weight: bold; text-decoration: none; mso-color-alt: #1c1c1c">TD Investment Services (US)</a> includes:</h2>
                      </td>
                    </tr>
                    <tr>
                      <td class="pr-3 pb-2" style="padding: 0 18px 12px 28px;">
                        <table cellpadding="0" cellspacing="0" width="100%" border="0" align="center" role="presentation">
                          <!-- 2 Even Columns : BEGIN -->
                          <tr>
                            <td style="padding: 0 40px 30px 0;">
                              <table cellpadding="0" cellspacing="0" width="100%" border="0" align="center" role="presentation">
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                                          <p class="body-large" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 21px; line-height: 28px; color: #816D3F; margin: 0;">Personalized TD Wealth Plan
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                                          <p class="body-base" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 18px; line-height: 27px; color: #1c1c1c; margin: 0;">Your TD Wealth Financial Advisor will work with you to develop a plan built around your financial goals and objectives
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                                          <p class="body-large" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 21px; line-height: 28px; color: #816D3F; margin: 0;">Access to a dedicated Financial Advisor
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                                          <p class="body-base" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 18px; line-height: 27px; color: #1c1c1c; margin: 0;">Your dedicated TD Wealth Financial Advisor provides you with advice and guidance, in person, over the phone or digitally
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                                          <p class="body-large" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 21px; line-height: 28px; color: #816D3F; margin: 0;">Professionally managed portfolios
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                                          <p class="body-base" style="text-align: left; font-family:arial,helvetica,sans-serif; font-size: 18px; line-height: 27px; color: #1c1c1c; margin: 0;">Access to TD Managed Portfolios<sup>3</sup>, managed and monitored by experienced investment professionals
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<span style="color: #CFBD91; font-weight:bold">TD Investment Services (US)</span>
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                                <a href="https://click.e.tdbank.com/?qs=5529563d442df047277da263caab0a10ed7c52eb9733a44626b8c9906f1fda6380f1c7d1ff63d46da1ae31a5afabdc0fdcd744aa5764331e29ec61b2c1bed13f"  style="background-color:#ffffff; color:#002B1A; display:inline-block; font-family: Arial, Helvetica, Verdana, sans-serif;font-size:16px; font-weight:bold; line-height:42px; text-align:center; text-decoration:none; width:215px; -webkit-text-size-adjust:none;">Find an advisor</a>
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            <p style="font-size: 12px; line-height: 16px; font-family: Arial, sans-serif; color: #1c1c1c; mso-line-height-rule: exactly; text-align: left; margin: 0">TD Wealth<sup>&reg;</sup> is a business of TD Bank N.A., Member FDIC (TD Bank). Banking, investment management, and fiduciary services are available through TD Bank. Securities and investment advisory services are available through TD Private Client Wealth LLC (TDPCW), a US Securities and Exchange Commission registered investment adviser and broker&#x2011;dealer and member FINRA/SIPC. Epoch Investment Partners, Inc. (Epoch) is a US Securities and Exchange Commission registered investment adviser that provides investment management services to TD Wealth.
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            <p style="font-size: 12px; line-height: 16px; font-family: Arial, sans-serif; color: #1c1c1c; mso-line-height-rule: exactly; text-align: left; margin: 0">TD Bank, TDPCW and Epoch are affiliates.
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            <p style="font-size: 12px; line-height: 16px; font-family: Arial, sans-serif; color: #1c1c1c; mso-line-height-rule: exactly; text-align: left; margin: 0"><sup>1</sup>TD Wealth<sup>&reg;</sup> Plan is a financial planning tool available to clients of TD Wealth. TD Wealth Plan is not a securities or investment product available through TD Wealth. The projections or other information generated by TD Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
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            <p style="font-size: 12px; line-height: 16px; font-family: Arial, sans-serif; color: #1c1c1c; mso-line-height-rule: exactly; text-align: left; margin: 0"><sup>2</sup>TD Investment Services (US) (TDIS US) is an investment advisory offering of TD Private Client Wealth LLC (TDPCW), a US Securities and Exchange Commission registered investment adviser and broker-dealer, member FINRA/SIPC. Please read the <a href="https://click.e.tdbank.com/?qs=5529563d442df04709f943e6d104fae7eb5a27f541f6b3d904fa76a63e965a4571ee2a0ef01a7b919f1d63eb5db02b8ff938e12c4b0e596a3c0f7e434ebf8e37" target="_blank"  color="#008a00" style="font-weight: bold; text-decoration: underline; color: #008a00; mso-color-alt: #008a00">TDPCW Managed Account Form ADV Part 2A Wrap Fee Brochure</a> carefully for additional information about TDIS (US) and before investing.
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            <p style="font-size: 12px; line-height: 16px; font-family: Arial, sans-serif; color: #1c1c1c; mso-line-height-rule: exactly; text-align: left; margin: 0"><sup>3</sup>TD Managed Portfolios are managed and monitored by experienced investment professionals and consist of Mutual Funds, Exchange Traded Funds (ETFs) and cash, consistent with your risk profile. Fees and other costs and expenses apply.
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