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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Grow your wealth with Canada Life’s dollar cost averaging investment strategy

Dollar cost averaging can simplify timing your investments...

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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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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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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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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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Why go global?

Diversifying your portfolio is a common way to help protect yourself against a downturn in the market...

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