Guides and updates on Canadian licensing: LLQP, CIRO's proficiency model, CFP/QAFP and insurance careers, from BCC's instructors.
2 articles
Estate Planning
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
Estate Planning
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 me, a pattern that I see is that financial advisors tend to present the avoidance of probate as a virtue.
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