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Estate planning with François Desmarais | Part 1

How to protect money given or bequeathed to a child if there is a marriage breakdown?
 

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Estate Planning with François Desmarais

In this podcast, we are joined by François Desmarais, Vice President and Tax and Estate Planner at TD Wealth, to discuss the questions you have about estate planning.

  • How to protect money given or bequeathed to a child if there a marriage breakdown?
  • How can I ensure the continuity of my financial affairs in case of incapacity or for when you can no longer make your own decisions? What is the difference  between a General Power of Attorney and a Protection Mandate?
  • A liquidator or mandatary under a general power of attorney resides in the USA.  Is this a problem? 
  • How to initiate an estate planning conversation with aging parents and the reverse for senior parents to their children to minimize stress?

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TD Wealth's Noonoo Pinsler Donato Family Wealth Management Discuss Questions Like:

- What are some of the big issue topics that keeps us up at night?
- What is our outlook on interest rates?
- What are the risks for credit markets and consumers due to higher rates?
- How to navigate a bond portfolio in 2023?

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Opportunities in Technology

In our fourth podcast, we had the pleasure of having a chat with Vitali Mossounov who is a Portfolio Manager for TD Global Technology Leaders Index ETF and a Technology Analyst at TD Asset Management.  We asked him important questions on some of the main drivers in the technology arena today and where he sees investment opportunities while taking into account historic pitfalls…He is super bright, and it is always time well spent when we converse and hopefully you will feel the same.

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Podcast Episode 3 | February 2024

Rude awakening for investors holding cash?  Why Canadian dividend paying stocks now? US Mid cap opportunity. Private credit and alt strategies…

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Podcast Episode 2

Podcast Episode 2 | TD Wealth's Noonoo Pinsler Donato Family Wealth Management – March 2023

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Podcast Episode 1

Podcast Episode 1 | TD Wealth’s Noonoo Pinsler Donato Family Wealth Management – February 2023

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Thought Corner | Automation

Thought Corner | Automation

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Thought Corner | Appointing Will Executor

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A Conversation On Inflation

A Conversation On Inflation

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A conversation on a fixed income alternative solution

A conversation on a fixed income alternative solution with Andrea Araujo

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A Conversation on Healthcare with Tarik Aeta

A Conversation on Healthcare with Tarik Aeta

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PART 5: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

PART 5: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

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PART 4: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

PART 4: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

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PART 3: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

PART 3: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

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PART 2: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

PART 2: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

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PART 1: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

PART 1: A Technology Conversation with Vitali Mossounov | Une conversation sur la technologie avec Vitali Mossounov

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Thanksgiving 2020

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