Pellegrini Financial

10/15/2026

Ever wonder how losing your spouse will affect your financial plan?

▶ Link to the full video is in the comments

10/15/2026

🎥 New video alert!

Less income, more taxes?

Tune in to watch Parker as he looks at the financial ripple effects of losing your spouse.

▶ Link to the full video is in the comments

10/14/2026

There are so many pieces to the retirement puzzle. OAS is one that gets a lot of attention. Here is an article that talks about a few planning considerations around OAS.

Those in the top tax bracket in Ontario pay 53.5 per cent of every employment or taxable interest investment dollar to income taxes, but there are some Canadians who are paying an even higher rate yet have a lower taxable income.

10/08/2026

When a spouse dies, some retirement income disappears while other income shifts onto one tax return. Here’s a quick look at what changes.

▶ Link to the full video is in the comments.

10/01/2026

When one spouse dies, retirement income can fall while taxes increase. Here’s why.

▶ Click the link in the description to watch the full video.

10/01/2026

What happens to your retirement plan when your spouse dies?

In our latest video Preston walks through how retirement income can change when one spouse passes away.

▶ Link to the full video is in the comments

09/24/2026

Watch as Ryan talks about Optional Inventory Adjustments (OIA)

▶ Link to the full video is in the comments.

09/17/2026

Tune in as Ryan talks about the tools farmers have available to them to help manage their taxable income on the farm.

▶Link to the full video is in the comments!

09/17/2026

🎥 New video alert!

Farmers have more flexibility than most people realize when it comes to managing taxable income.

Watch as Ryan walks through several of the key planning tools available that can help smooth farm income and reduce tax over time.

▶ Link to the full video is in the comments

09/10/2026

🎥 Here's a quick look at #2 in our list of top 10 retirement considerations and mistakes.

▶ Click the link below to watch the full video!