Spend /Play /Travel
In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them? The case for a family wealth transfer plan.
Retirement / Family
When it comes to estate planning, not opening up about our wishes and how property should be divided may be detrimental to family harmony and the value of your estate. To help ensure your wealth lives on for future generations, we’ve provided a few talking points to get you chatting about the important stuff.
Zeljka Walker, a certified divorce financial analyst and investment advisor with TD Wealth, speaks with Kim Parlee about what you can do to protect yourself in a divorce.
Nicole Ewing, VP and Business Succession Advisor and Tax and Estate Planner, TD Wealth talks to Kim Parlee about the legalities around your digital assets after death and what you can do to prepare.
Retirement / Family / Spend /Play /Travel
In this MoneyTalk Minute, Kim Parlee details some key things grandparents might consider when opening an RESP for any child.