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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What Happens to Your RRSP or RRIF When You Die in Canada?

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....

Read more

Canada's Great Wealth Transfer: What Boomers and Their Children Need to Know

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....

Read more

Joint Ownership vs. Named Beneficiary: Which Is Better for Your Estate?

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How to Pass Down the Family Cottage in Ontario Without a Massive Tax Bill

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April 2026 market update

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March 2026 market update

Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions about growth, inflation and rates....

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The Biggest Tax Mistakes Canadians Make Every March

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February 2026 market update

February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these events filtered through markets....

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January 2026 market update

January markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath the surface. Geopolitics, central bank decisions and energy markets contributed to the tremors shaping the investment land...

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