Explore short videos from Finvia Advisory covering RRIF tax planning, estate considerations for non-registered assets, segregated funds, GIOs, and RDSP planning.
Watch VideosWatch Finvia Advisory’s current video library below. Each video offers a short, practical explanation of a specific planning opportunity or estate consideration.
There are a lot of misconceptions about how RRIFs are taxed after your death. Make no mistake, a million-dollar RRIF is not a million-dollar inheritance. With Finvia’s RRIF tax offset strategy, it can be.
If you’re over 65 and hold non-registered mutual funds or GICs, it’s important to understand what can happen when those assets pass through your estate. Probate fees, legal costs, executor fees, and delays can reduce what ultimately reaches your beneficiaries. This short video explains how Finvia uses segregated funds and guaranteed interest options to help your beneficiaries receive funds directly while avoiding estate-related costs and delays.
RDSPs are one of the most overlooked planning tools available to Canadians with disabilities and their families. With Finvia, a little planning today can make a meaningful difference for your future.
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