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.
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.
Help clients save for a child’s education with these four tax-efficient options
Educate clients to help them maximize grants and choose the right plan
As tuition climbs, advisors should urge clients to start planning early on
Tuition tax credits denied for some students who study abroad
Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors need to enter the business and open a successful practice. He spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.
You can help your clients manage the escalating costs of college and university with early planning
