Stay Informed

The Canadian government released its 2025 federal budget on November 4, with a focus on economic growth, domestic investments toward housing affordability and a green transition, along with measures to manage the cost of living. Click the link to read TD Wealth's federal budget summary, which provides an overview of items that may be of importance to you.

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.

Staying on top of key tax dates can help you make the most of the year ahead. We've highlighted some important updates & reminders to support your planning. Click the link to learn more.

As the year comes to a close, it’s a good time to review your family’s financial goals and ensure you’re making the most of your savings opportunities. Taking a few small steps now — like contributing to your RESP or making charitable donations — can help ensure you start 2026 on strong financial footing. Click the link to learn more.

Is your tax planning on track before year-end? As the year comes to a close, it’s a good time to review your finances and consider how charitable giving can benefit both your family and the causes you care about. Eligible donations can earn valuable tax credits and, in some cases, eliminate capital gains tax when donating securities directly. Click the link to learn more about details.

On September 25, we hosted an Estate Planning Luncheon at the St. Albert 50+ Club with nearly 100 attendees. Our guest speakers, Christine Maloney and Chenel Kimber from Weary & Company, and Sharene A. Gaitor from TD Wealth Private Trust, shared valuable insights on how to protect your legacy and prepare for the future. Click the link to read the full event highlights and learn more about estate planning.

Estate planning: Protecting your legacy and your loved ones. As you plan for the years ahead, it's important to think about how your assets and wishes will be protected. Click the link to learn more about key benefits of strong estate planning.