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Deadlines and dollar signs

This three-part series explores strategies for helpingclients plan for the ballooning costs associated with post-secondary education for their children. Part one highlights the importance of planning as early as possible. Part two takes an in-depth look at Registered Education Savings Plans (RESPs) and government grants, and in part three, learn about trusts, tax-free savings accounts (TFSAs) and other savings vehicles. Plus, in a two-part video, an education savings expert discusses other strategies and scenarios clients could encounter.

July 18, 2012

Caskey: Three RESP scenarios

Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients. She spoke with Clare O'Hara, Investment Executive staff writer, at the TMX Broadcast Centre in Toronto.

  • July 18, 2012 October 31, 2019
  • 10:00

Education savings plans 101

Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education. She spoke with Clare O'Hara, Investment Executive staff writer, at the TMX Broadcast Centre in Toronto.

  • July 16, 2012 October 31, 2019
  • 10:00

Beyond RESPs: alternative education saving strategies

Help clients save for a child’s education with these four tax-efficient options

  • July 13, 2012 October 31, 2019
  • 06:00

What clients need to know about RESPs

Educate clients to help them maximize grants and choose the right plan

  • July 12, 2012 October 31, 2019
  • 06:00

Grappling with the growing cost of education

As tuition climbs, advisors should urge clients to start planning early on

  • July 11, 2012 October 31, 2019
  • 06:10