Videos

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future

Additional 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.

Play Video

Creating a Legacy

When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.

Play Video

Nick & Justina's Story

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Play Video

Meet Charles

Meet Charles

You have worked hard to build your practice and making the decision to switch firms requires a lot of thought and preparation. At TD Wealth Private Wealth Management, we are committed to attracting Canada’s top advisors and helping them take their practice to the next level. TD Wealth Private Wealth Management helps an advisor run a successful practice while still having time for his kids and personal interests. Watch video below to meet Charles.

Play Video

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.

Play Video

High rates and alternative investments: Finding opportunities in a challenging environment

Aggressive rate hikes by the U.S. Federal Reserve have been felt across all asset classes, including alternative investments. Jeff Tripp, Head of Alternative Investments at TD Asset Management, speaks with Kim Parlee about the impact and potential opportunities in a high-rate environment.

Play Video

What tightening financial conditions mean for the global economy

Tightening financial conditions are raising concerns about the health of the economy, and the ability of central banks to rein in inflation in a controlled manner. Greg Bonnell speaks with Brad Simpson, Chief Wealth Strategist at TD Wealth, about the state of the global economy.

Play Video

Introducing the First Home Savings Account (FHSA)

An FHSA combines some of the features of an RRSP and TFSA. Contributions will generally be tax-deductible, and when a qualifying withdrawal is made, the amount withdrawn is not-taxable1.

1Subject to any restrictions on the investments chosen and eligibility / conditions

Play Video

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.

Play Video

If your family holds a Trust, or even if you share a joint account with a parent, new federal Trust reporting rules could impact you this coming tax season. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain what people should know.

Play Video

Recent regulatory changes could impact the tax filings of some Canadians. Nicole Ewing, Director of Tax and Estate Planning at TD Wealth, discusses some of the new rules and their potential impact with MoneyTalk’s Greg Bonnell.

*On Oct. 31, the Government of Canada announced that owners affected by the Underused Housing Tax will have until April 30, 2024 to file their returns for the 2022 calendar year without being charged penalties or interest.

Play Video