Viewpoints about Wealth Transfer Strategies
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Get acquainted with segregated funds
Keen to start investing in segregated funds, but confused about the terminology? Here's a glossary of frequently used terms that could come in handy.
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Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
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Seeking shelter in stormy seas
Learn how Segregated fund contracts can offer a safe harbour for Canadians worried about volatile markets.
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Common wealth transfer mistakes (Quebec edition)
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Wills 101 (Quebec edition)
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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RRSPs and RRIFs on death
Contributions to Registered Retirement Savings Plans (RRSPs) are deductible and any growth or income earned on the underlying investment in the RRSP or Registered Retirement Income Fund (RRIF) is not taxed until withdrawn. This article looks at some frequently asked questions to provide more clarity on what happens on the death of an RRSP or RRIF owner.
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When to consider the RRIF Successor Annuitant Option¹
If you want to provide for your children, or your spouse is incapacitated or financially irresponsible, consider naming them successor annuitant or Joint Life.
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Be Careful with Joint Ownership
Using joint ownership to avoid probate is a complex and potentially litigious process. Consider these other, less-risky methods that offer additional benefits.
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