What if this season you put your name at the top of the ‘nice’ list? We look at some ways holiday mindfulness could brighten the season — and maybe move you closer to your financial goals.
Women’s wealth is growing and so are the amounts they’re giving. A new TD Wealth report outlines the evolving role women are playing in the Canadian charitable sector. Jo-Anne Ryan, Vice President, Philanthropic Advisory Services, TD Wealth and Executive Director, Private Giving Foundation, joins Kim Parlee to discuss some factors that drive women to give, as well as ways to give effectively using donor-advised funds.
A legal Will can be one of the most powerful documents in your estate plan. But it is not the only tool you will need. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to answer this all-too-common question and help shine some light on, well, what comes next?
The new year is around the corner. But before you shut the door on 2023, there are some important upcoming tax deadlines to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain why now is the time to finalize plans for charitable donations, capital losses, RESP contributions and more.
Estate planning isn’t always easy. Even with the best intentions, you could find yourself making some not-so-clever moves. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to examine some common estate planning scenarios so you can avoid unintended consequences.