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....

Read more

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....

Read more

Joint Ownership vs. Named Beneficiary: Which Is Better for Your Estate?

May 11, 2026 - Andrew Tricomi

Read more

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....

Read more

How long will my retirement savings last?

It’s safe to say we spend a lot more time figuring out how we’re going to save for retirement, than how we’re going to withdraw those savings. Here are some tips that may help....

Read more

Reinvent your retirement

Retirement can provide the opportunity to reinvent yourself and enjoy a new phase of your life...

Read more

How ready are you to retire?

It’s time to take charge of your money. Get retirement ready, your way...

Read more

Get retirement ready, your way

How can you prepare for what comes next?...

Read more

Do you need individual health insurance?

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

Read more

Smart strategies for a tax-effective retirement plan

Is an Individual Pension Plan or a Retirement Compensation Account right for your business?...

Read more