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
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.