Learning curve: Planning for post-secondary education

By Staff | September 3, 2008 | Last updated on September 15, 2023
2 min read

Although summer doesn’t officially end until September 21, for most of us Labour Day marked the end of the cottage months. It also means your client’s kids are kicking of another school year, with many of them entering university for the first time. With that in mind, we’ve compiled a list of back to school tips that will help your client plan better for their childen’s future.

Back-to-school tax tips During the next few weeks Canada’s university students will be heading to their nearest big-box store to load up on pens and notebooks, but they also might want to consider visiting an accountant. Read more

Canadians fail to plan properly for university Forget saving for retirement — if there’s anything you should be discussing with your younger clients, it’s saving money to send their kids to university. Read more

Premium Advice — Back-to-school protection planning for students It’s that time of year again: back-to-school shopping and saying goodbye to the kids as they head to university or college. For advisors, the new school year means helping families plan for their children’s financial future. Manulife’s Chris Paterson offers up his insurance tips around family planning in his monthly column. Read more.

To Clients: Education savings (updated) Government grant money is not the easiest thing to come by for your typical clients, unless they have children and an education savings plan. Encourage your clients to collect this “free” money wherever they can get it — send them this customizable template letter outlining the opportunities and advantages of saving for a child’s education using a Registered Education Savings Plan (RESP). Read more


Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.