News & Updates

June 2019 Newsletter: RRSP Beneficiary Designations

A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary designations. I expect that most people are aware that an RRSP annuitant can name a spouse as beneficiary and achieve a rollover to the spouse’s RRSP on death. Similar rules apply to RRIFs. Common-law partners…

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June 2019 Newsletter: RRSP Beneficiary Designations

A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary designations. I expect that most people are aware that an RRSP annuitant can name a…
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April 2019 Newsletter: The Probate Boogeyman

I have spent a bunch of time over the past couple of months reviewing students’ Capstone course work, as they pursue the CFP® Certification. While it is not new to…
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