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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Help your kids make the most of their allowance money

Giving an allowance to your kids can be a great way to teach them about managing their own money. This can help make budgeting a practical, and even fun activity...

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How managed solutions can make investing simple

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

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10 things to know before buying an electric vehicle

There's a big difference between owning a battery-powered vehicle and a gas-fueled vehicle. Here are some things to consider before making a switch to an electric vehicle...

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Why you shouldn’t cancel your life insurance when money’s tight

While cancelling your life insurance might seem like an easy way to cut costs, remember all the great benefits of having a life insurance policy only applies while the policy is active....

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Take your donation dollars further

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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Financial planning for 2SLGBTQI+ families

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

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What is an Employee Assistance Program?

Learn what could be offered and how your confidentiality is protected with an Employee Assistance Program. This free service could provide help for financial, caregiver, health, or relationship concerns...

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Understanding the gender pension gap

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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Prepare for your financial future this Lunar New Year

Lunar New Year is a celebratory time involving family reunions and gift giving between families, friends and business contacts. Here are three important things to do to prepare for the Year of the Rabbit....

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