Videos
Steve & Lee-Ann's Story
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.
Additional Videos
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
Nick & Justina's Story
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.
Turning setbacks into opportunities
When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.
For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.
Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.
Protecting what matters
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your 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.
Introducing the First Home Savings Account (FHSA)
An FHSA combines some of the features of an RRSP and TFSA. Contributions will generally be tax-deductible, and when a qualifying withdrawal is made, the amount withdrawn is not-taxable1.
1Subject to any restrictions on the investments chosen and eligibility / conditions
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.
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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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.
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.
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.
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.
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.
Small business, big life: strategies for better balance
Building a business, raising a family and saving for retirement can be a lot to manage all at once. Pierre Letourneau, Business Succession Advisor, TD Wealth, speaks with Anthony Okolie about some of the things business owners might want to consider as they try to balance it all.
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.
Is globalization as we know it, gone?
The COVID-19 pandemic and rising political tensions have caused governments and companies to rethink global supply chains. This is raising questions about the future of trade. William Priest, Co-Chief Investment Officer at Epoch Investment Partners, looks at the impact of onshoring on the global landscape.
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.
