Nicole Ewing

Principal, Wealth Planning Office, TD Wealth

Estate Planning, Tax Planning, Business Succession, Wealth Transfer, Financial Planning, Insurance Planning

Media

Small Business: Be Ready for the Unexpected

Originally aired on BNN Bloomberg, now available on MoneyTalkGo.comTelevision

URL: https://www.moneytalkgo.com/video/small-business-ready-unexpected/

If you go into business with others, a shareholders agreement should cover all eventualities, but does it? Kim Parlee talks to Nicole Ewing, Vice President, Business Succession Advisor about how all legal documents should be in synch to make sure you and your family are protected.

Common-Law, Common Mistakes

Originally aired on BNN Bloomberg, now available on MoneyTalkGo.comTelevision

URL: https://www.moneytalkgo.com/video/common-law-common-mistakes/

The number of Canadians living together — living common-law with no license from city hall — represents about 15% of all unions. But, do these couples know what they are getting into from a legal or tax point of view? Nicole Ewingcuts through common misconceptions about common-law relationships.

Make Your Gift of Money Count

Originally aired on BNN Bloomberg, now available on MoneyTalkGo.comTelevision

URL: https://www.moneytalkgo.com/video/make-your-gift-of-money-count/

Parents often help out their adult children by giving them money, which is why they should know that the money could end up in the wrong hands in a marriage breakup. Nicole Ewing tells Kim Parlee a cautionary tale on how family payments could go astray and what to do to avoid unintended consequences.

Edward Jones looks to help women plan for their retirement

Coronavirus has ‘unprecedented’ number of Canadians making a will

Biography

Nicole Ewing provides advanced tax, estate planning, and business succession advisory services to HNW individuals and business owners. She earned her honours undergraduate degree from UWO and her law degree from Osgoode Hall Law School. She holds the TEP designation from the Society of Trust and Estate Practitioners, the Chartered Life Underwriter (CLU) designation with The Institute for Advanced Financial Education, and she has completed all three levels of the CPA In-Depth Tax program. She is a member of the Law Society of Ontario, the Canadian Bar Association, the Canadian Tax Foundation, the Ottawa Estate Planning Council, and an executive board member of the Ottawa Branch of STEP. Ewing is a frequent guest on BNN's MoneyTalk and regularly speaks at universities, industry events, and advisor training programs.

Expertise

  • Estate planning
  • Tax planning
  • Business succession
  • Wealth transfer
  • Financial planning
  • Insurance planning