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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Be your own Secret Santa this year

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

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What happens to my benefits if I leave my job?

Millions of Canadians are enrolled in a benefits plan that provides health and dental coverage, as well as other benefits that can help you protect your loved ones and plan for the future financially....

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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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Should you get life insurance if you’re single or young?

Getting married, having a child, buying a home or starting a business are all good reasons to get life insurance...

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Saving for your child’s education

Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...

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How to spot and prevent elder financial abuse

Elder financial abuse is a crime and is the most common type of abuse against older adults...

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Supporting your parent’s legacy

If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...

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Canada Life Sustainable Portfolios - how we build our responsible investing solution

Canada Life Sustainable Portfolios™ can help you invest for returns while reshaping the future...

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Budget tips for holidays

Make your holidays precious, not expensive...

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