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

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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.

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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.

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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.

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Living the Dream

For Robin and Rob, they didn't want a traditional retirement, they wanted to realize a lifelong dream. Through the help of their TD Wealth advisor, they felt supported and were able to arrange financing to open a record store. Their passion became a reality, and they now can feel confident in their financial future.

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When Karl was ready to move from his career into retirement, he wasn't sure he had enough to live comfortably while continuing to do the things that matter most to him. With the help of a TD Wealth advisor Karl was able to feel more financially secure and is now excited about what else is possible in his retirement years.

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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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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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As housing costs continue to increase, many families are considering the benefits of renovating their homes to accommodate multiple generations under one roof. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Anthony Okolie to offer some tax strategies to consider and explain why it may make sense to spread the renos over several tax years.

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Small business, big life: strategies for better balance

Building a business, raising a family and saving for retirement can be a lot to manage all at once. Pierre Letourneau, Business Succession Advisor, TD Wealth, speaks with Anthony Okolie about some of the things business owners might want to consider as they try to balance it all.

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