RESP – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 14 Sep 2023 20:06:27 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png RESP – Advisor's Edge https://phoenix.advisor.ca 32 32 Proposed class action alleges B.C. failed children https://phoenix.advisor.ca/news/regulation/proposed-class-action-alleges-b-c-failed-children/ Thu, 14 Sep 2023 20:06:27 +0000 https://www.advisor.ca/?p=230788 Government should have opened RESPs, RDSPs for kids in its care, suit claims

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]]> RESPs and blended families https://phoenix.advisor.ca/columnists_/matt-trotta-columnists_/resps-and-blended-families/ Wed, 30 Aug 2023 17:52:04 +0000 https://www.advisor.ca/?p=230223 A client scenario illustrates pitfalls to avoid with proper planning

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]]> Back-to-school means RESP withdrawal time https://phoenix.advisor.ca/news/industry-news/back-to-school-means-resp-withdrawal-time/ Thu, 17 Aug 2023 15:52:20 +0000 https://www.advisor.ca/?p=229798 Experts highlight considerations such as portfolio risk level, limits on EAPs

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]]> Federal government passes 2023 budget implementation bill https://phoenix.advisor.ca/tax/tax-news/federal-government-passes-2023-budget-implementation-bill/ Fri, 23 Jun 2023 14:34:43 +0000 https://www.advisor.ca/?p=227128 Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now

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]]> Clients want to save for kids’ education but don’t know how https://phoenix.advisor.ca/my-practice/conversations/clients-want-to-save-for-kids-education-but-dont-know-how/ Tue, 06 Jun 2023 17:52:58 +0000 https://www.advisor.ca/?p=226379 Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

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]]> Government tables second budget implementation bill https://phoenix.advisor.ca/tax/tax-news/government-tables-second-budget-implementation-bill/ Fri, 21 Apr 2023 19:34:26 +0000 https://www.advisor.ca/?p=224593 Changes to RESPs and RDSPs are included in the legislation, as well as leeway to increase the CDIC limit

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]]> Golombek’s 2023 budget highlights https://phoenix.advisor.ca/tax/tax-news/golombeks-2023-budget-highlights/ Wed, 29 Mar 2023 13:30:50 +0000 https://www.advisor.ca/?p=223635 What clients need to know about the AMT, RESPs, intergenerational transfers and more

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]]> Federal budget to increase RESP withdrawal limit: source https://phoenix.advisor.ca/tax/tax-news/federal-budget-to-increase-resp-withdrawal-limit-source/ Mon, 27 Mar 2023 18:17:04 +0000 https://www.advisor.ca/?p=223460 Finance Minister Chrystia Freeland has promised targeted inflation relief for low-income Canadians

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]]> What’s new from fund manufacturers https://phoenix.advisor.ca/news/etfs/whats-new-from-fund-manufacturers-15/ Wed, 01 Feb 2023 20:41:25 +0000 https://www.advisor.ca/?p=221442 New products include target-date RESP funds, covered calls and high-interest savings

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]]> Court dismisses suit involving hospital workers selling new mothers’ contact information to RESP dealer reps https://phoenix.advisor.ca/news/industry-news/court-dismisses-suit-involving-hospital-workers-selling-new-mothers-contact-information-to-resp-dealer-reps/ Tue, 24 Jan 2023 20:44:46 +0000 https://www.advisor.ca/?p=221112 The court noted that the privacy breach didn't involve confidential medical information

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