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:

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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. 

Authors

Peter Berry, CPA, CA, TEP
Partner
[email protected]
Elliott Bourgeois, M.Sc., CFP
Family Wealth Advisory Group,
Manager
[email protected]

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