Recent Posts

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

May 11, 2026 - Andrew Tricomi

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How to Pass Down the Family Cottage in Ontario Without a Massive Tax Bill

May 11, 2026 - Andrew Tricomi

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April 2026 market update

May 11, 2026 - Canada Life

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May 2024 market update

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

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April 2024 market update

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

Pour le mois ayant pris fin le  30 avril 2024...

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Income attribution rules

Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years....

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Alternative strategies for tax sheltered financial planning

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Attributes of a great financial advisor

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A RECENT INTERVIEW WITH ANDREW TRICOMI ON BECOMING AN ENTREPRENEUR AND GROWING HIS BUSINESS

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March 2024 market update

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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