Bi-Weekly Wealth Perspectives

 

Market uncertainty is something every investor faces — but understanding what’s behind the headlines can help us stay confident. To help keep you on track, I've included a few recent articles that I think you may find interesting for this month.

 

1. Business owners: When founders should prioritize personal wealth

Many business owners often put company growth ahead of personal wealth. But there may be ways to choose both. Kim Parlee speaks with Patrick Yan, Senior Private Banker, Business Owners, TD Wealth Family Office, and Jeff Halpern, Business Succession Advisor, TD Wealth, about how thoughtful delegation today can unlock business value tomorrow. They also discuss why rewarding yourself now can be as important as planning for the future.
 

2. Commodity catalysts: How AI demand and energy transition could propel commodities higher

As demand from artificial intelligence grows so does the appetite for metals and minerals essential to its growth. Tim Yang, VP for Commodities at TD Asset Management, joins MoneyTalk to discuss how AI is reshaping the commodity space and what it means for production, pricing and markets.
 

3. Interest rate outlook: Will the BoC be on hold for all of 2026?

The Canadian economy faces plenty of challenges for 2026, but that doesn't necessarily mean investors should be expecting more cuts from the Bank of Canada. Andrew Kelvin, Head of Canadian and Global Rates Strategy with TD Securities, joins MoneyTalk to discuss his expectations for the BOC as well as the latest 2026 Global Outlook report.

 

4. 2026 resolutions: 4 things you can do now to improve your fiscal fitness

Starting the new year on the right foot, financially, may be easier than you think. Are you ready to strengthen your wealth building muscle? Here are four ways to get your money doing some of the heavy lifting.
 

5. Estate planning for UHNW families: Strategies to help avoid costly surprises

For Ultra-High-Net-Worth families, estate planning can be one of the most critical, and sometimes neglected, parts of financial management. Without a clear plan, even well-intentioned families can face confusion, conflict, and unnecessary tax burdens. Elise Pulver, Principal of Wealth Planning at TD Wealth Family Office, speaks with MoneyTalk's Kim Parlee about how thoughtful planning can help prevent unexpected and potentially expensive complications.
 

6. The science of aging well: Four ideas to grow your 'joyspan'

Lifespan, healthspan, wealthspan...joyspan? According to Dr. Kerry Burnight, 'the experience of well-being and satisfaction in longevity' is a key factor when it comes to aging well. In the latest episode of The MoneyTalk Podcast, Kim Parlee, Vice President, TD Wealth, speaks with Dr. Kerry Burnight, gerontologist and author of Joyspan: The Art and Science of Thriving in Life's Second Half, about the science behind well-being in longevity - because living a long life could be a whole lot more satisfying if you're also having fun.