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Downsizing: Is it the right retirement move for you?

Retirement / House / Spend /Play /Travel / Wellness

May 7, 2024

Stay in the big house or downsize? It's a common question, especially as people get close to retirement. To ensure you're asking the right questions before making the big move to somewhere smaller, Georgia Swan, Tax and Estate Planner, TD Wealth, joins Greg Bonnell to talk about some lifestyle considerations that could factor into your decision....

Golden years: Five ideas to help lower your tax bill in retirement

Retirement

May 6, 2024

We all want to save on taxes. That can feel even more important in retirement. Having spent so many years building your wealth, you hope to keep as much as you can. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to share five ideas that could help you pay less tax in retirement....

Can markets regain their momentum after April pullback?

Stocks / Economy / International / Trading Ideas / News / Big Picture

Apr 29, 2024

After reaching numerous highs in the first quarter, equity markets appear to be losing some of that upward momentum. Justin Flowerday, Managing Director and Head of Public Equities at TD Asset Management, looks at some of the reasons behind the declines and the outlook going forward....

Medical professionals: What new capital gains rules mean for you

Retirement / Your Business

Apr 29, 2024

Proposed changes to the capital gains inclusion rate in the latest federal budget are creating some concern for medical professionals. How could the changes impact your retirement strategy, particularly if you have investments inside your corporation? Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss....

Business owners: Making sense of the new capital gains rules

Your Business

Apr 26, 2024

If you're a business owner, the federal government's proposed changes to the capital gains rules may raise questions about your retirement and your ability to grow your business. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about ways to navigate the new rules and whether you should be rushing to make any moves....