2025 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2025 Wealth Planning Facts & Figures

Pros & Cons of Joint Ownership of Property

Pros & Cons of Joint Ownership of Property
Pros & Cons of Joint Ownership of Property

Registered Retirement Savings Plans

Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.
Registered Retirement Savings Plans

Taking Money Out Of An RESP

This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.
Taking Money Out Of An RESP