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November 25, 2025 | Finucci Allen Smith Wealth


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Joint Gift of Beneficial Right of Survivorship Accounts, RSP vs. TFSA: Smart Savings Strategies & Timeless Lessons on Risk and Reward

Understanding Joint Gift of Beneficial Right of Survivorship (JGBRS) Accounts
Joint accounts don’t have to be complicated. Learn how the JGRBS ensures your assets automatically pass, without probate.  

Planning for Retirement: Should you Prioritize an RRSP or a TFSA?
RRSP or TFSA? RRSP reduce taxes today and support retirement later, while TFSAs grow tax-free and can be used whenever you need them. Which one is right for you?

Market Highs and Investor Discipline: A framework for long-term success
Markets hitting all-time highs can be intimidating, but history shows investors who stay disciplined and focus on long-term growth historically see better results.  

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All the best,
Vito, Rachelle and Sarah