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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Nine answers to your questions about the Canada child benefit

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Keeping kids busy on a budget

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

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What happens when my term life insurance expires?

Term life insurance is a flexible insurance option: you choose the term length, you choose the coverage amount, and you choose what happens when that term length ends...

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How does term life insurance coverage work?

Term life insurance pays out a set coverage amount, called a death benefit, if you – the person who’s insured – die during a specific length of time...

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Term vs. permanent life insurance

You have two basic choices with life insurance: term and permanent. Both options will help protect you and your family but have different features...

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Eight easy ways to be more physically active at work

Like many Canadians, do you spend most of your day behind a desk? Consider these ways to get more activity and stay fit...

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Investing in your child’s education

When it comes time to make a decision about post-secondary education, your child should be focused on which school to go to and what program to take rather than whether they can afford it...

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COVID-19 changed your post-secondary plans? Ways to modify your education budget

Delaying your education? Tips for what you can do with the money set aside...

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