2026 March Newsletter

 

 

Get Organized Financially Ahead of Tax Season

 

As tax season approaches, taking time to organize your financial information can help you feel more confident and prepared. Staying organized isn’t just helpful during tax season—regular, small check‑ins throughout the year can help ensure your financial strategy continues to align with your evolving goals, responsibilities, long‑term plans, income needs, emergency savings, and household budgeting.

 

Here are a few tips:

• Organize key documents and accounts by gathering statements, tax slips, and contribution records in one secure place and reviewing your registered and non-registered accounts.
• Review balances and contributions to better understand where you stand today and ensure contribution levels remain aligned with your short and long-term objectives.
• Assess progress toward major goals such as home ownership, retirement, or building long term net worth, and identify areas that may be worth revisiting.

 

Wealth Perspectives

Here are a few timely articles and resources you may find helpful:

• Tax & Retirement Planning Guide – Tax-efficient investment vehicles to help maximize after-tax income and grow their investment portfolios.
• The Year Ahead 2026: Views from the CIO (TDAM Talks Podcast)
• TD Asset Management Recognized at the Fundata FundGrade A+® Awards
• Healthcare Stocks in Focus: Outlook for 2026
• AI ambitions, rising debt: What 2026 means for bond investors 
   

Useful Tips

1. Phishing Awareness

Fraudsters may use texts, phone calls, or emails to impersonate TD. We will never send you an email or text message (SMS) that includes a link or URL asking you to enter your username and password. If you receive such an email or text message appearing to be from TD, it is a scam. Do not open the link. Report it to TD by sending a screenshot of the message to phishing@td.com.

 

2. Tax Slips – What to Expect

Depending on the products you hold, you may receive several types of tax slips. For expected distribution dates, please review the Important Information and Reminders for more details and expected distribution dates for 2025 tax slips.  To access your tax slips, please log in to WebBroker and go to Accounts → Documents (eServices) → Tax Documents to view and download your slips.

 

Would you like to review your financial goals and plans? Contact us to book a quick check‑in for March.