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 to do with an RESP if your child doesn't go to college or university

Your child may be more interested in entering the workforce right away or spending time traveling...

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Making a withdrawal from your RESP

If your child is getting ready to attend post-secondary school, now’s the time to start thinking about withdrawing money from your Registered Education Savings Plan (RESP)...

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How are RESPs taxed?

One of the main benefits of an RESP is that it’s a tax-deferred savings plan; however, when it’s time to take the money out, there are some things to consider...

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What happens with RESPs in a divorce or separation?

Divorce or separation can be a challenging time for families. It's important to consider the impact on your child's future, including their education savings...

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July 2023 market update

For the month ending July 31, 2023...

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June 2023 market update

For the month ending June 30, 2023 ...

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Four free apps to help meet your financial goals

Let’s face it. It can be difficult to stay on top of your personal finances. Here are four free apps to consider to help you set and reach your financial goals...

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Investment planning for couples

Couples generally plan and work together to improve their financial future, but what happens to their accounts if they divorce?...

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May 2023 market update

For the month ending May 31, 2023...

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