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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Don’t let emotions rule your investment plan

There are several strategies you can use to take the emotion out of your investing...

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Why you should choose a beneficiary

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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What’s the difference between mutual funds and segregated funds?

Mutual funds and segregated funds are both investment options, but they have some key differences...

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Goals-based investing: Why it’s good for financial planning

Let’s look at the basics of what goals-based investing is and how it can help you...

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August 2023 market update

For the month ended August 31, 2023...

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How managed solutions can make investing simple

For many Canadians, investing can be an emotional experience...

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What to do with an RESP if your child doesn't go to college or university

Your child may be more interested in entering the workforce right away or spending time traveling...

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Making a withdrawal from your RESP

If your child is getting ready to attend post-secondary school, now’s the time to start thinking about withdrawing money from your Registered Education Savings Plan (RESP)...

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