Recent Posts

What Happens to Your RRSP or RRIF When You Die in Canada?

Jun 25, 2026 - Andrew Tricomi

Your RRSP or RRIF doesn't pass tax-free when you die. Learn how deemed disposition works, when spousal rollovers apply, and strategies to reduce the tax hit....

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Canada's Great Wealth Transfer: What Boomers and Their Children Need to Know

Jun 25, 2026 - Andrew Tricomi

Canada is seeing a $1 trillion wealth transfer—but most families aren’t prepared. Without a plan, taxes and conflict can erode what took a lifetime to build....

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Joint Ownership vs. Named Beneficiary: Which Is Better for Your Estate?

May 11, 2026 - Andrew Tricomi

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Four free apps to help meet your financial goals

Let’s face it. It can be difficult to stay on top of your personal finances. Here are four free apps to consider to help you set and reach your financial goals...

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Investment planning for couples

Couples generally plan and work together to improve their financial future, but what happens to their accounts if they divorce?...

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Renting or owning: what’s right for you?

To rent or to own? For many Canadians looking to buy their first house, this is a big – and often challenging – question...

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Is value investing right for you?

With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...

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May 2023 market update

For the month ending May 31, 2023...

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Take your donation dollars further

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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Financial planning for 2SLGBTQI+ families

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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Four tips to help you make the most of your landscaping budget

Don’t break the bank on your home landscaping...

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April 2023 market update

For the month ending April 30, 2023...

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