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You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

by 3 Planning Group | Blog, insurance, investment

You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by 3 Planning Group | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
How to Catch Up on Your RRSP Contributions

How to Catch Up on Your RRSP Contributions

by 3 Planning Group | 2026, Blog, investment, Retirement

How to Catch Up on Your RRSP ContributionsIf you have ever felt behind on your RRSP, you are not alone. Life gets in the way, rent, a mortgage, kids, a period of lower income, and RRSP contributions get pushed to the back of the list.Here is the good news: unused RRSP...
What Is Life Insurance and How Does It Work?

What Is Life Insurance and How Does It Work?

by 3 Planning Group | Blog, Estate Planning, Family, Life Insurance

What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

by 3 Planning Group | 2026, Blog

Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
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3 Planning Group is not a registered dealer or adviser. Portfolio management services are provided by registered portfolio managers under separate referral arrangements. Information on this site is for advisors considering a business transaction and is not investment advice.