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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How long will my retirement savings last?

It’s safe to say we spend a lot more time figuring out how we’re going to save for retirement, than how we’re going to withdraw those savings. Here are some tips that may help....

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How much do benefits cost employers?

The reasons to offer a benefits plan include employee retention, employee wellness and morale, and some potential tax advantages for employers...

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Should you get life insurance if you’re single or young?

Getting married, having a child, buying a home or starting a business are all good reasons to get life insurance...

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Do your investments help reduce carbon emissions?

Let clients know that our portfolios include carbon transition...

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September 2022 market update

Canada’s labour market is running out of steam – how about inflation?...

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Saving for your child’s education

Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...

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Reinvent your retirement

Retirement can provide the opportunity to reinvent yourself and enjoy a new phase of your life...

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Why group insurance is right for my small business

Adding employee benefits to your small business is a great way to stand out...

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August 2022 market update

Read our monthly update to find out what’s been moving markets...

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