Estate Planning for your TFSA

When creating your estate plan, it is important to consider what happens to your Tax Free Savings Account. You should consider your personal situation and family dynamic carefully and make decisions based your current circumstances. You should also review all of your beneficiary and successor holder designations regularly to ensure that they are up to date and reflect your wishes. Click here to read a helpful article which outlines the types of beneficiaries you can designate, the difference between a beneficiary and a successor, and the possible tax implications of both situations.

GIC rates

The latest GIC rates from various financial institutions.

Download

Recent Posts

Now Available - Electronic Delivery of Tax Forms

Nov 07, 2018 | Darmidy Goodine

Beginning in January of 2019, you will now have the option of receiving your RBC Dominion Securities tax documents through your DS...

Read more

Digital Legacy and your Estate

Jul 05, 2018 | Darmidy Goodine

You spend a lot of time with your advisor discussing your financial goals now and for the future, and that often involves your estate...

Read more