Videos

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.

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.

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.

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.

With tax season underway, there are some deductions and credits you might want to keep in mind as you file your return for 2022. Nicole Ewing, Director of Tax and Estate Planning, TD Wealth, joins Anthony Okolie with the details.

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.

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.

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.

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.

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.

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.

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.
Print Transcript

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.

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.