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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March 2024 market update

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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How to talk with aging parents about finances

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

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February 2024 market update

For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....

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The Sandwich Generation – Managing stress and finances

To successfully navigate the financial challenges of supporting your parents in the sandwich generation, having a financial strategy is essential. Consider Canada's government benefits and programs as well as community and family support....

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Financial planning for widows

It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....

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Financially preparing for the death of a spouse

Women may experience unique challenges when it comes to their finances after losing a spouse....

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How much does divorce cost in Canada?

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

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