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Making a Difference Together | Thanksgiving 2024

Our team of 13 dedicated professionals recently lent a helping hand, not just as colleagues, but as a family. Working side by side, we bring the same passion and teamwork to volunteering that we do to serving our clients every day. For us, it's about more than just the work we do—it's about sharing kindness and making a real difference in people's lives. We are proud to support our community and are especially grateful to MultiCaf for the opportunity to contribute.

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Estate planning with François Desmarais Part 2

Ensuring Financial Continuity: Power of Attorney vs. Protection Mandate

Thought Corner Podcast | Featuring Beata Caranci

In our latest podcast, we had the pleasure of having a chat with Beata Caranci, who is Chief Economist and Senior Vice President at TD Bank Group. We asked her important questions on the economy, and where she sees opportunities and concerns.

Estate planning with François Desmarais | Part 1

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

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?

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.

A Healthcare Conversation with Tarik Aeta | Part 2

On June 4th, we had a great evening event, where we had the opportunity to sit down with Tarik Aeta, Portfolio Manager on the TD Global Healthcare Leaders Index ETF. Tarik highlighted the importance of the 'Healthcare Sector', and the key innovations and growth drivers taking place.

A Healthcare Conversation with Tarik Aeta

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…

Burning questions and hot takes from our first fireside chat - May 2023

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?

Podcast Episode 2 | March 2023

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

Podcast Episode 1 | February 2023

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

Thought Corner | Automation

Thought Corner | Appointing Will Executor

A Conversation On Inflation

A conversation on a fixed income alternative solution

A conversation on a fixed income alternative solution with Andrea Araujo

Videos

Making a Difference Together | Thanksgiving 2024

Additional Videos

Estate planning with François Desmarais Part 2

Thought Corner Podcast | Featuring Beata Caranci