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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

How will COVID-19 affect my retirement income?

For the newly and nearly retired, the COVID-19 pandemic has raised new questions about where your retirement income will come from now. Tannis Dawson, High Net Worth Planner, TD Wealth speaks with Kim Parlee about these questions and more. 
February 22, 2021
Retirement

How will COVID-19 impact my RRIF withdrawals?

The economy has been shaken and many investments — including those within your RRIF — have seen declines. Tannis Dawson answers some common questions you may have about how to manage your retirement income now.
May 4, 2020
Family / Spend /Play /Travel

Your money in the age of uncertainty

After a decade of steady growth, we have hit turbulence. How will you avoid knee-jerk reactions when your wealth plan gets rattled?
February 28, 2020
Retirement