Can an estate contribute to an RESP account?
Here’s what you need to know before deciding to leave money in trust for an RESP account after your...
RESP
What newcomers need to know about investing in Canada
New to the country? Here’s your quick-start guide to the investing landscape in Canada, including tax-sheltered accounts, inflation and...
The process of unlocking a LIRA account in Canada
What can you do? What can’t you do? Let’s clarify some conflicting online information about locked-in retirement accounts.
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RESP advice for Canadian citizens living in the U.S.
Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....
How a young family can make the best use of an insurance payout
Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...
“We had our kids late—will we ever be able to retire?”
Starting a family in your 40s means you’ve had time to get established in your career, but also that...
What happens to extra RESP money after the kids finish university?
How to transfer extra RESP money to an RRSP in the most tax-efficient way
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4 things to get right when tapping RESP savings
Canada’s registered education savings plan lets families save and invest for their kids' post-secondary years tax-free. The trick is...