Estate Planning Canada - Hexavision Enterprise

Guide to Non-Registered Investment Accounts in Canada 2025

By Kanwaljit (Sunny) Kochar / 10 minutes of reading / August 23, 2025

We all dream of retirement. For some, it’s a vision of sandy beaches; for others, it’s the freedom to pursue a passion project or spend more time with family. In Canada, our financial conversations often orbit around only registered accounts: the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA). But what happens if you want to make leveraged investments, or you are not in the highest marginal […]

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Mastering Advance Care Planning: Unlock the Secret

Advanced Wealth & Legacy /

By Kanwaljit (Sunny) Kochar / 10 minutes of reading / August 11, 2025

Mastering Advance Care Planning: Unlock the Secret By Karine Diedrich Director, Advance Care Planning Canada Advance care planning (ACP) is a critical yet often overlooked aspect of healthcare that empowers individuals to make informed decisions about their future health and personal care. At its core, ACP prioritizes patient autonomy—ensuring that a person’s values, wishes, and preferences are respected even in situations where they may no longer be able to communicate

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The Essential Guide to Family Trusts in Canada You Need

Advanced Wealth & Legacy /

By Kanwaljit (Sunny) Kochar / 41 minutes of reading / August 11, 2025

The Essential Guide to Family Trusts in Canada You Need In Canada, family trusts play a vital role in securing the financial future and estate planning. It is an essential tool for protecting your family’s wealth and ensuring a smooth transfer of assets and wealth to future members of the family. As family trust is considered a separate legal entity, which allows for strategic structuring and maintaining of assets. This

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What Happens to Your Savings RRSP, TFSA and Other Assets When You Die?

Knowledgebase /

By Kanwaljit (Sunny) Kochar / 5 minutes of reading / August 11, 2025

What Happens to Your Savings in RRSP, TFSA and Other Assets When You Die? In this knowledge-base article, we will explore what happens to your RRSPs, RRIFs, TFSAs, and other non-registered assets when you pass away. Understanding these details is crucial for effective estate planning and ensuring your loved ones are financially secure. This is not a tax or legal advice. Anyone to whom this material is promoted should consult

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IS ‘PERMANENT LIFE INSURANCE’ A NEED OR A WANT?

Advanced Wealth & Legacy /

By Kanwaljit (Sunny) Kochar / 1 minute of reading / August 11, 2025

IS ‘PERMANENT LIFE INSURANCE’ A NEED OR A WANT? Most Canadians are confused in choosing life insurance that caters to their needs. You must be fed up with many advisors, agents, brokers pitching a rosy life insurance product. Considering the fast-changing economies across the world especially after the COVID-19, life insurance in Canada has become a Need. More Canadians are signing up for Life Insurance products now than ever before.

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