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Stack of money coins, Little tree Glowing with account book finance for background. banking concept in growth, step by step for success in startup business

The cut was revealed in the party’s platform costing document

  • By: Katie Keir
  • September 25, 2019 September 25, 2019
  • 14:21
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