Beneficiary Designations Vs. Successor Annuitants
Meagan explains the differences between Beneficiaries and Successors and which one you should choose as we examine RESPs, TFSAs, and RRIFs.
Meagan explains the differences between Beneficiaries and Successors and which one you should choose as we examine RESPs, TFSAs, and RRIFs.
Hey Vic...where's the video?! My apologies...I recorded the video and forgot to plug in the microphone! As a result, this month there's no video, and you'll have to settle for the written version. I'll do better in March! VL Before
0:00 /11:09 1× Hello everyone, and happy 2026! The past year was both positive for investors and sometimes chaotic. At this point, early in the new year, it would seem like we’re in for more of the same. Before I delve too deeply into this update, I
0:00 /8:28 1× We’re just a few weeks away from Christmas and the end of the year, which has been a positive year for investors in the major indices. The Orion Fund has followed suit, and we have had another positive year and (barring something catastrophic over
0:00 /7:41 1× I actually had this all set for you last week, and just as I was about to hit “send” we got the Trump announcement that they were going to impose 100% tariffs on China. That put the kibosh on a lot of what I had