Alex Gillis

Decorative pattern

Market Insights

Case Study: Helping jittery clients with education plan

The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.

By Alex Gillis |May 3, 2013

3 min read

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