Retirement Checklist - Making the most of your retirement

January 14, 2025 |RBC Wealth Management

Helping you make the most of your retirement.

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FJA Tuesdays - January 14, 2025

January 14, 2025 |Finucci Janitis Allen Wealth

Vito’s Money Never Sleeps, Housing Affordability, 2025 Technical Outlook, and Making the Most of your Retirement.

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The Wealthy Barber on how a cottage can complicate estate planning

September 23, 2024 |RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

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Wealth Transfer Between Generations: 5 Legacy Planning Tips for Grandparents

September 17, 2024 |Diane Amato

When it comes to intergenerational wealth transfer, there are several options and strategies to consider.

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FJA Tuesdays - August 20, 2024

August 20, 2024 |Finucci Janitis Allen Wealth

The top questions to know before buying an electric vehicle, market unease and our best tips to transfer your art collection to the next generation.

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Why your art collection should be part of your estate planning

Why your art collection should be part of your estate planning

July 31, 2024 |RBC Wealth Management

Art collections are an emotionally charged part of your estate. Here's how to prepare for a smooth transfer to the next generation.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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FJA Tuesdays - May 7, 2024

May 07, 2024 |Finucci Janitis Allen Wealth

Family succession, the Canadian economy, interest rates and the effects of the labour market and the global equity market.

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Are you making the most out of CPP?

Are you making the most out of CPP?

April 30, 2024 |Finucci Janitis Allen Wealth

Making decisions relating to retirement is not an easy task including the complex questions surrounding when to take CPP.

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Bare Trusts - What You Need to Know

Our Two Cents

March 28, 2024 |Finucci Janitis Allen Wealth

You may not have heard of the new filing requirement by Canada Revenue Agency regarding bare trusts, but if you are a joint account holder on a bank account, investment account or real estate, the requirements may pertain to you.

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