Videos

Retiring into uncertainty: Will I be OK?

Recently retired or getting close? In the first episode of The MoneyTalk Podcast, we discuss how to think about your retirement plan when markets are volatile.

Additional Videos

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.

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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.

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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.

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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.

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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.

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Passing the cottage to your kids? Avenues to consider

Cottage season is upon us. One thought that may be on your mind this summer is how you will eventually pass the family cottage down to your children. Anthony Okolie speaks with Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about different approaches and tax implications to keep in mind.

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What is your TD Wealth Personality™ profile?

Answer a few short questions to discover how you make your financial and investing decisions. Contact me for the full assessment, and remember:

  • Be quick - don't spend more than five seconds on each one
  • Be honest - answer as you are, not how you wish to be

This assessment does not provide investing or risk tolerance advice and it's anonymous. No personal information will be requested, collected, processed, used, or stored as a result of completing this assessment.

Be quick and honest - take just 5 seconds!

1 of 8

I like order

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2 of 8

I get upset easily

Be quick and honest - take just 5 seconds!

3 of 8

I often forget to put things back in their proper place

Be quick and honest - take just 5 seconds!

4 of 8

I am relaxed most of the time

Be quick and honest - take just 5 seconds!

5 of 8

I get chores done right away

Be quick and honest - take just 5 seconds!

6 of 8

I have frequent mood swings

Be quick and honest - take just 5 seconds!

7 of 8

I make a mess of things

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8 of 8

I seldom feel sad

A preview of your results


These results below are only a sample of what you would receive when you conduct the complete Wealth Personality™ assessment with a TD Wealth advisor.

Your Wealth Personality™ profile

2 of your 5 unique personality dimensions that may impact how you make financial and investing decisions.

  • This may be you...
  • Consider...

  • This may be you...
  • Consider...

Your financial and investing blind spots

Just like driving a car, we all have blind spots. Here may be two of yours.