Estate Planning Corner: Registered Investment Accounts

Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting your family’s intergenerational wealth and how to approach them.

There are two registered investment accounts that are relevant to every Canadian accumulating intergenerational wealth: The Tax-Free Savings Account (TFSA), and the Registered Retirement Savings Plan (RRSP). The best vehicle for your savings goals, or mix thereof, will depend on your specific situation. With that said, your savings are undoubtedly better positioned in a registered over non-registered savings account.

Experts Elliott Bourgeois, manager of the Family Wealth Advisory group, and Peter Berry, partner and estate specialist, discuss the Registered Investment Accounts in the following video. Watch the video now:

Elliott, Peter, and the team of trusted advisors at Welch LLP are here to help outline your options so you can make informed decisions for your household now, as well as, for future generations. 

Related Resources

Are You Ready To Talk To A Specialist?

Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.

Stay In The Loop

We’ll keep you up-to-date about content and trends that are relevant to you and your business.

Follow Us

Follow our social media accounts to get the latest news and opinions from our industry experts.

Find A Career

Join a team that wants to help you advance your career and achieve success, whether you’re still a student or an experienced professional. We will support you every step of the way on your path to success.