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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Should you switch your variable-rate mortgage to a fixed-rate?

Is a fixed-rate mortgage the perfect fix?...

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How does inflation impact your retirement

Inflation, which causes a rise in the cost of living, can be challenging if you’re retired...

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Prepare for your financial future this Lunar New Year

Lunar New Year is a celebratory time involving family reunions and gift giving between families, friends and business contacts. Here are three important things to do to prepare for the Year of the Rabbit....

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Setting financial goals for your New Year’s resolutions? Here’s how.

How to plan your financial goals in 2023...

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December 2022 market update

Global equity markets fell over December 2022 as global banks continued to increase rates, stoking fears of the global economy falling into a recession...

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Four strategies to boost your RRSP savings

RRSP season is fast approaching. Here are four strategies to maximize your RRSP contributions...

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Grow your wealth with Canada Life’s dollar cost averaging investment strategy

Dollar cost averaging can simplify timing your investments...

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Be your own Secret Santa this year

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

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RRSPs and TFSAs: Which is right for me?

Helping you understand what sets these two savings options apart...

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