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Is it smart to take Canada Pension Plan as early as you can, or wait until you’re 65 or even 70? Kim Parlee talks to Georgia Swan, a tax and estate planner with TD Wealth about what’s right for you.
Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter.
If you’re making your Will for the first time or updating it, here’s a checklist to remember. Lesson 1: To avoid disaster, don’t do it yourself
Many people share a bank account with an older parent because it’s convenient, but is it really a good idea? Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, about why joint accounts can become a big inconvenience tax-wise, and what other options may be available.
You’ve heard the term “mind over matter,” but is it true when it comes to our money? TD Wealth is working to help investors better understand their behaviour so they can achieve greater financial success. Kim Parlee speaks with Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Dilip Soman, Director of Behavioural Economics in Action at Rotman, about the ways we can become more enlightened investors and advisors.