Videos
When to update your estate plan: 5 key life moments
So you’ve set up your estate plan. That’s great! But that doesn’t mean your job is done. It’s important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.
Additional Videos
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.
Creating a Legacy
When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.
Empowering Polly to achieve financial success
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future
Putting finances into perspective
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Living the Dream
For Robin and Rob, they didn't want a traditional retirement, they wanted to realize a lifelong dream. Through the help of their TD Wealth advisor, they felt supported and were able to arrange financing to open a record store. Their passion became a reality, and they now can feel confident in their financial future.
When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him. With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.
High rates and alternative investments: Finding opportunities in a challenging environment
Aggressive rate hikes by the U.S. Federal Reserve have been felt across all asset classes, including alternative investments. Jeff Tripp, Head of Alternative Investments at TD Asset Management, speaks with Kim Parlee about the impact and potential opportunities in a high-rate environment.
What tightening financial conditions mean for the global economy
Tightening financial conditions are raising concerns about the health of the economy, and the ability of central banks to rein in inflation in a controlled manner. Greg Bonnell speaks with Brad Simpson, Chief Wealth Strategist at TD Wealth, about the state of the global economy.
Marrying later: What should mature couples consider?
More couples are waiting until later to get married, with some tying the knot in their 40s and 50s when they have greater assets and lived experiences to share. In those cases, what discussions should you be having with your partner ahead of time? Anthony Okolie and Mindi Banach, Tax and Estate Planner, TD Wealth, chat about some of the topics you might want to address to help your marriage start off on the right foot.
Should you say 'yes' if asked to co-sign on a loan?
If you’ve been asked by a family member or friend to co-sign on a loan or mortgage, you may wonder if you should agree to take on the role. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to discuss what to consider before signing on the dotted line.
What’s next for China as its economic recovery falters
China’s highly anticipated economic rebound was expected to help offset weakness in the global economy. But the recovery has faced its own shortfalls. Haining Zha, Portfolio Manager at TD Asset Management, looks at China’s challenges and the state of global trade.
Ask MoneyTalk: Can I sell the house to my child at a discount?
With the cost of housing climbing, many parents may wish to help their kids get into the market. If you’re considering selling your house at a discount, you may want to pause and think that through. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to explain why.
As housing costs continue to increase, many families are considering the benefits of renovating their homes to accommodate multiple generations under one roof. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Anthony Okolie to offer some tax strategies to consider and explain why it may make sense to spread the renos over several tax years.
Paying for private school: strategies to consider
For parents looking to send their child to private school, it can be a big and potentially long financial commitment. But are there ways to manage the costs proactively? Mindi Banach, Tax and Estate Planner, TD Wealth, joins Anthony Okolie to discuss some ideas to help you finance your child’s private school education.
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Stepping into retirement: Preparing for the big transition
For many people, a happy retirement where you’re able to do the things you want to do is the ultimate life goal. But the transition from a successful career to this stage in life isn’t always easy. Dr. Saunia Ahmad, Clinical Psychologist, Toronto Psychology Clinic and Georgia Swan, Tax and Estate Planner, TD Wealth, join Kim Parlee to talk about ways you can prepare both emotionally and financially.
One joy of being a grandparent is spoiling your grandkids. And as the kids grow, so can the size of the financial gifts. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to discuss some ways to help ensure your gifts don’t come with unintended consequences.
If your family holds a Trust, or even if you share a joint account with a parent, new federal Trust reporting rules could impact you this coming tax season. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain what people should know.
Recent regulatory changes could impact the tax filings of some Canadians. Nicole Ewing, Director of Tax and Estate Planning at TD Wealth, discusses some of the new rules and their potential impact with MoneyTalk’s Greg Bonnell.
*On Oct. 31, the Government of Canada announced that owners affected by the Underused Housing Tax will have until April 30, 2024 to file their returns for the 2022 calendar year without being charged penalties or interest.
If you’re a high-income earner, you may already be familiar with the Alternative Minimum Tax, which prevents wealthy Canadians from paying little or no tax on their income. Starting in January, some changes to this system could impact you in some key ways. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to walk through some potential scenarios.
