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Article

Role of the executor

…executor You could name a family member and also a lawyer or trust company as co-executors. Name a back-up Naming a back-up executor can be useful in case your first…

7 min read
Page

Terms of use

…under these Terms of Use. If these Terms of Use are translated into a language other than English and there are conflicts between the translations, the English version shall prevail…

12 min read
Article

Retirement Readiness: Canadians 50+

…(CNPEA) and the Ontario Seniors Secretariat. Read the full report About the 2016 survey The 2016 survey was conducted online in both English and French by Innovative Research Group among…

3 min read
Article

What happens to your RRIF when you die

…provide more tailored advice. Summary Name a beneficiary for your RRIF to avoid probate fees on your estate. Naming a beneficiary for your RRIF is an important part of estate…

4 min read
Article

Financial Life Stages of Older Canadians

…a roughly equal balance of male and female respondents. The survey was approximately 15 minutes in length and respondents were free to respond in either French or English. About one-quarter…

2 min read
Article

How does personal insurance work?

…to you 1. Life insurance Pays a tax-free, lump-sum amount to your named beneficiaries upon your death Ensures your named beneficiaries can pay off your debts and maintain their standard…

6 min read
Article

Segregated funds explained

…will receive 75% to 100% of your contributions tax free when you die. This amount is not subject to probate fees if your beneficiaries are named in the contract. Potential…

3 min read
Article

What is a GIA and how does it work?

…be redeemed early with a market value adjustment Normally locked in until maturity Naming a beneficiary Can name a beneficiary GICs become part of estate assets Creditor protection Can be…

2 min read
Article

Your Trusted Contact Person and why they matter

…I name as my Trusted Contact Person? The decision to name a Trusted Contact Person is yours. You don’t have to name one, but we strongly recommend you consider choosing…

4 min read
Showing results 1-10 of 32