Videos

Steve & Lee-Ann's Story

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Additional Videos

Passing the cottage to your kids? Avenues to consider

Cottage season is upon us. One thought that may be on your mind this summer is how you will eventually pass the family cottage down to your children. Anthony Okolie speaks with Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about different approaches and tax implications to keep in mind.

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When to update your estate plan: 5 key life moments

So you’ve set up your estate plan. That’s great! But that doesn’t mean your job is done. It’s important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.

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Marrying later: What should mature couples consider?

More couples are waiting until later to get married, with some tying the knot in their 40s and 50s when they have greater assets and lived experiences to share. In those cases, what discussions should you be having with your partner ahead of time? Anthony Okolie and Mindi Banach, Tax and Estate Planner, TD Wealth, chat about some of the topics you might want to address to help your marriage start off on the right foot.

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Should you say 'yes' if asked to co-sign on a loan?

If you’ve been asked by a family member or friend to co-sign on a loan or mortgage, you may wonder if you should agree to take on the role. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to discuss what to consider before signing on the dotted line.

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Ask MoneyTalk: Can I sell the house to my child at a discount?

With the cost of housing climbing, many parents may wish to help their kids get into the market. If you’re considering selling your house at a discount, you may want to pause and think that through. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to explain why.

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Stepping into retirement: Preparing for the big transition

For many people, a happy retirement where you’re able to do the things you want to do is the ultimate life goal. But the transition from a successful career to this stage in life isn’t always easy. Dr. Saunia Ahmad, Clinical Psychologist, Toronto Psychology Clinic and Georgia Swan, Tax and Estate Planner, TD Wealth, join Kim Parlee to talk about ways you can prepare both emotionally and financially.

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One joy of being a grandparent is spoiling your grandkids. And as the kids grow, so can the size of the financial gifts. Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to discuss some ways to help ensure your gifts don’t come with unintended consequences.

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