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Keyword: RESP

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education, elementary school, learning and people concept - group of school kids with notebooks sitting in classroom and raising hands

The party would raise the Canada Education Savings Grant amount to 30% on annual contributions

Pretty female college student sitting in a classroom full of students during class

RESP manager decides to wind down plan

  • By: Staff
  • January 23, 2019 January 23, 2019
  • 14:29
Multinational group of cheerful students studying in the university library

Poll respondents say debt repayment and RESPs are top priorities

  • By: Staff
  • January 22, 2019 January 22, 2019
  • 11:15
Bridge to Canada Sign

Find out which planholders are affected

Advice for the first 10 minutes of a meeting

It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]

Wealthsimple has relaunched its RESPs so that new and existing clients can open and fund the plans online through Wealthsimple's mobile or web app.

  • By: Staff
  • March 28, 2017 August 21, 2018
  • 09:34

Client Profile Janet Wilson,* 34, is a self-employed physiotherapist. She’s thinking of starting a family with her partner, Jeff Medoza, who works in a community arts organization in their hometown of Sudbury, Ont. Janet paid employment insurance (EI) premiums when she held retail jobs as a university student, but it’s been years since she contributed. […]

Sometimes, the small talk you have with clients at the beginning of a meeting can lead to deeper discoveries about their planning needs. Here’s an example. In the first 10 minutes of a meeting, your client says: “I came from lunch with my niece to celebrate her getting into university. Now she just has to […]

  • By: Staff
  • March 10, 2017 August 21, 2018
  • 11:48

Beneficiaries could be hit with unexpected income inclusions