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Treva Newton, a Tax and Estate Planner with TD Wealth talks to Kim Parlee about what age has do with choosing an executor, and who might be a good fit for the job.
Giving money to your children can be a great way to support their dreams, but can also reduce their motivation to become independent adults. Pierre Letourneau, High Net Worth Planner at TD Wealth, explains how you can use an incentive trust to provide money to family, while setting the pre-conditions to getting the cash.
Michelle Gielan, Positive Psychology Researcher and Author of “Broadcasting Happiness” joined Kim Parlee at the Personal Performance Summit, sponsored by TD wealth.
Kim Parlee speaks with Jo-Anne Ryan, Executive Director of the Private Giving Foundation at TD Wealth, Paul Nazareth, Vice President at the Canadian Association of Gift Planners and Krishan Mehta, Associate Vice President of Engagement at Ryerson University about how to maximize your charitable giving, and the sense of fulfillment that goes with it.
Ingrid Macintosh, Vice President Wealth at TD Asset Management, talks to Kim Parlee about why it’s important for women to leverage their confidence and knowledge when it comes to building their wealth and achieving financial independence.