Newsletters
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
There are lots of well-worn thoughts on retirement. Unfortunately, many of these ideas should have been retired a long time ago. Here are some up-to-date ideas on how you should approach retirement.
Got the travel bug again, but unsure where to start? Consider one of these epic adventures — any of which can be tailored to your budget and style.
Too many Canadians are dying without a Will, leaving children, heirs and assets in limbo. Here’s why you should consider writing your own will today.
Wondering how or if the federal government’s proposed capital gains tax changes could affect you? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss some ways cottage owners and trust holders might be impacted, and strategies to manage the new rules.
Many parents want to help their kids buy a first home. Is this a good idea, and if so, what’s the best way to do it?
We take pride in delivering personalized advice. To achieve this, we take a 360-view of your present situation to learn more about your vision for the future and develop long-term strategies to help you achieve your objectives, goals, and priorities.
