Education Planning:

 

Saving for post-secondary education is an important milestone – whether it’s for a loved one or yourself. The education planning process allows you to prepare and save for the goal of post-secondary education and take advantage of government grants and investment vehicles that maximize the potential for tax-free growth.

 

  • Complete needs analysis for education savings
  • Evaluate the appropriate savings vehicle(s) (e.g. RESPs, trusts, etc.)
  • Recommend appropriate investments
  • Discuss government grant qualifications

Education Savings Goal Calculator

Click here to see a calculator that helps you determine the amount of money you need to save for your children's education.

All about RESPs

The Basic Canada Education Savings Grant (and other government grants) and tax-deferred growth make RESPs an attractive way to save for the rising cost of a child's education.  Learn more.