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Did you include your TFSA in your estate plan?

Did you include your TFSA in your estate plan? By now, you are probably aware of the benefits that a Tax-Free Savings Account can provide you with from an investing perspective. But did you know that your TFSA can also be a big help to your estate plan too? If you have a spouse, you should […]

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Insuring yourself to the “Bones”

RRSPs and Your Estate

Most people are aware that they are able to roll their RRSP/RIF to a spouse, common-law partner or financially dependent child or grandchild with a mental or physical disability. What some people don’t always understand, is what happens to the RRSP/RIF if it is being left to anybody other than a spouse, common-law partner or […]

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RRSPs and Your Estate

It’s that time of year again! The first 60 days of the year are also known as RRSP season. People are always focused on making last minute contributions to their RRSPs to ensure that they pay as little tax as possible now, while still saving/investing for retirement. What people don’t commonly think about, is what […]

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Protecting your Investments for Estate Purposes

When we invest our money, we have a reasonable expectation that our initial investment will appreciate over time. As we get older, we tend to want to take less investment risk, especially if there is a goal to pass on some of our investments to our beneficiaries. Often seniors feel trapped into investing in GIC’s […]

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RRSPs and Your Estate

Most people are aware that they are able to roll their RRSP/RIF to a spouse, common-law partner or financially dependent child or grandchild with a mental or physical disability. What some people don’t always understand, is what happens to the RRSP/RIF if it is being left to anybody other than a spouse, common-law partner or […]

Read more