RESP

Tax News

Conservatives pledge RESP boost

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

By Rudy Mezzetta |September 17, 2019

1 min read

Industry

DSCs contribute to falling sales of registered education savings plan

RESP manager decides to wind down plan

By Staff |January 23, 2019

1 min read

Industry

Clients in Quebec increase RESP savings: poll

Poll respondents say debt repayment and RESPs are top priorities

By Staff |January 22, 2019

2 min read

Tax News

No cross-border relief for tax-advantaged savings plans

Find out which planholders are affected

By Jonah Ravel and Matt C. Altro |October 30, 2018

5 min read

Planning and Advice

Help a new mom who’s planning to freelance

Advice for the first 10 minutes of a meeting

By Gil Martinez |March 16, 2018

2 min read

Industry

Why you should start RESP conversations early

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 […]

By Bernard Viau |October 26, 2017

5 min read

Industry

Wealthsimple simplifies its RESPs

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

1 min read

Tax News

Should a self-employed parent-to-be pay into EI?

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. […]

By Susan Goldberg |March 10, 2017

6 min read

Planning and Advice

Turn small talk into planning action

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

2 min read

Tax News

A tricky thing about RESP payments

Beneficiaries could be hit with unexpected income inclusions

By Jamie Golombek |February 24, 2017

4 min read

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