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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RRSPs and TFSAs: Ways to save on a budget

Matching each saving option to your specific financial situation...

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How to make charitable giving part of your financial plan

You know you can’t take your money with you when you die, but have you thought about what your legacy will be?...

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November 2022 market update

A slowdown could be on the horizon for the U.S. Federal Reserve...

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How to make an impact with strategic charitable donations

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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How key person insurance can help your business

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success...

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October 2022 market update

Central banks take another shot at taming inflation...

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Planning for probate and estate administration taxes (excluding Quebec)

Six effective probate planning strategies to consider when discussing your clients overall estate plan...

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What happens to my benefits if I leave my job?

Millions of Canadians are enrolled in a benefits plan that provides health and dental coverage, as well as other benefits that can help you protect your loved ones and plan for the future financially....

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How much life insurance do you need?

People often buy life insurance when they’re getting married, having a child, buying a home or starting a business...

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