Bi-weekly Wealth Perspectives

 

Every market cycle brings its own set of challenges — and opportunities. In my Bi-Weekly Market Perspectives of this month, I've highlighted a few articles and useful resources that caught my attention.

 

Quarterly Exchange Spring 2026

Spring invites fresh perspectives and new beginnings. With brighter days and renewed energy, it can be a good time to reset priorities, explore opportunities, and refocus on what matters most. Here are three curated articles to help you welcome the season feeling inspired, informed, and confident.

 

Wealth Investment Office (WIO) - Quarterly Market Review: Q1 2026

Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.

 

Client Friendly Replay: Market Update: Navigating an Evolving Geopolitical Landscape

As part of our ongoing commitment to our clients, TD Wealth hosted a live conference call on Monday, March 23rd. A guest panel of TD Wealth and TD Asset Management subject matter experts discussed what recent developments in the global landscape may mean for the economy, markets, and investor portfolios.  You can access the full recording of the call by clicking the link above.

 

The Year Ahead 2026 - The Views from the CIO | TDAM Talks Podcast Recording

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.  Click the link to watch the recording.

 

TD Asset Management Recognized at the Fundata FundGrade A+® Awards

For the thirteenth consecutive year, several mutual funds managed by TD Asset Management Inc. (TDAM) were recognized at the annual Fundata Canada Inc. (Fundata) FundGrade A+® Awards. A combination of 24 TD Mutual Funds, TD Managed Assets Program portfolios and TD Exchange-Traded Funds (TD ETFs) won in their respective categories at the 2024 awards, announced Thursday, February 6, 2025. This represents the most FundGrade A+® Awards received by investment funds managed by TDAM in a single period.

 

Exit options: 4 succession strategies for business owners

When it’s time to move on from a business, owners have more choices than they may realize beyond simply selling or passing it to a family member. Jeff Halpern, Business Succession Advisor at TD Wealth, outlines some of the exit strategies and shares why planning ahead can be key to a successful outcome. Among the options is the Employee Ownership Trust that allows owners to access a $10 million capital gains exemption — but only until the end of 2026.
 

Five things to know about FHSAs

From contribution rules to investing and long-term planning, First Home Savings Accounts share familiar features with other registered plans, but with important differences. Nicole Ewing, Principal, Wealth Planning Office at TD Wealth, walks through five practical considerations for families helping loved ones save for their first home, including what to keep in mind if home-buying plans change.
 

Is your child ready to inherit?

Preparing your child for an inheritance isn’t just about the Will — it’s about readiness. Mindi Banach, Tax and Estate Planner at TD Wealth, explains how parents and grandparents could distribute assets in stages, so wealth is passed down gradually rather than all at once. She also shares why family conversations about money should include investing and charitable giving.

 

Asset allocation when markets turn volatile

In periods of heightened volatility and geopolitical uncertainty, disciplined asset allocation matters most. Jing Roy, VP, Director and Portfolio Manager, Asset Allocation at TD Asset Management, shares how to position portfolios, manage risk, and spot structural market shifts-without losing sight of long-term goals
 

Fund flows in focus: Investors eye commodity ETFs amid Middle East conflict

Market swings and oil price surges are rattling investors and driving a shift toward stability. Andres Rincon, Director and Head of ETF Sales and Strategy at TD Securities, says fund flows indicate investors are looking to commodity and defensive ETFs for protection and diversification.
 

Many Canadians have a Trust and don't even know it

Did you know you could have a Trust even if you never intended to set one up? Georgia Swan, Tax and Estate Planner at TD Wealth, explains how common arrangements like joint accounts or accounts for children or grandchildren could be considered a type of Trust and why that distinction matters.

 

Tax triggers: Decisions and deadlines to plan ahead for

Some tax decisions are tied to specific dates, while others are shaped by life events. All of them can affect your annual tax strategy. Greg Bonnell speaks with Georgia Swan, Tax and Estate Planner at TD Wealth, about notable triggers throughout the year- including RRSPs, RESPs and various investing choices - and why tax planning is a year-long process.      

 

Can traditional data services stocks still succeed amid AI disruption?

Data services software stocks have been under pressure due to the growing capabilities of artificial intelligence. But Ram Sampath, VP for Portfolio Research with TD Asset Management, says some of these "invisible giants" can still succeed in this environment.