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The Great Canadian Personal Finance Quiz

Test your knowledge of these investing basics with a short quiz. Are you ready to raise your game?
February 4, 2022
Spend /Play /Travel

Are your beneficiaries up to date?

You’ve got life insurance in place, you’re saving for retirement and you have a company pension. You appear to have it all together when it comes to your finances, but are your beneficiaries up to date? If they aren’t, it could have a detrimental effect on even the most thorough estate plans. Georgia Swan, Tax and Estate Planner with TD Wealth, joins Kim Parlee to talk about the importance of beneficiaries.
December 22, 2021

Are your beneficiaries up to date?

You’ve got life insurance in place, you’re saving for retirement and you have a company pension. You appear to have it all together when it comes to your finances, but are your beneficiaries up to date? If they aren’t, it could have a detrimental effect on even the most thorough estate plans. Georgia Swan, Tax and Estate Planner with TD Wealth, joins Kim Parlee to talk about the importance of beneficiaries.
November 24, 2021
Retirement / Family

RESP withdrawals: What you need to know

It’s good news when your child gets accepted to university or college but it may be bad news if you wait until the last minute to withdraw funds from your RESP. Chris Gandhu, High Net Worth Planner, TD Wealth talks about the forms, deadlines and considerations you need to know about to ensure school funding goes smoothly. Originally recorded June, 2019
March 17, 2021

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.
October 9, 2020
Spend /Play /Travel