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Retirement

The family who learned a key lesson in business estate planning

When Steve and Colin Wilson’s father passed away, he left behind a potentially hefty tax bill. With some help, the Wilsons were able to restructure the estate. Now the owners of Wilson’s Lifestyle Centre in Saskatoon are getting a head start on their own estate plan.
October 20, 2020
Retirement / Family / Your Business

Should I take my CPP at age 60?

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.
September 30, 2020
Retirement

What options do snowbirds have this winter?

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. 
September 17, 2020
Retirement / Spend /Play /Travel

How to make a Will: 15 things you want to get right

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
September 2, 2020
Retirement / Family

Ask MoneyTalk: Should I open a joint account with my parent?

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.
August 21, 2020
Retirement / Family / Spend /Play /Travel