Tips For RDSP Plan Holders Webcast
Tools and Resources
Tips For RDSP Plan Holders Webcast
Tools and Resources
Thank you for joining us for the Tips for RDSP Plan Holders Webcast. Below is a list of actionable tips, links and resources relevant to the topics discussed. We hope you find this information useful.
3 TIPS TO TAKE ACTION AFTER THE WEBCAST
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If you are ready to open an RDSP, talk to your financial institution (bank or credit union) or consider one of the financial advisors on our Professional Services Directory to help you do that.
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If you have an existing RDSP and aren’t receiving knowledgeable advice you may want to consider working with a financial advisor on our Professional Services Directory.
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Review your Notice of Entitlements letter from Employment Skills Development Canada (ESDC) to find out the right amount to contribute this year to maximize your government contributions. If you can’t find your Notice of Entitlement, you can contact ESDC for help.
LINKS AND RESOURCES
An overview of the RDSP.
RDSP Calculators
This page provides an overview of all the RDSP calculators.
After Opening an RDSP
Tips and strategies for Plan Holders once they have opened an RDSP.
Professional Services Directory
P4P has developed a province-wide, online Directory with lawyers, financial advisors and accountants who have disability planning expertise.
RDSP.com
RDSP CALCULATORS
PLAN Institute RDSP Calculator
Reegan Financial RDSP Contribution Calculator
PRESENTER CONTACT INFORMATION
Ron Malis
Reegan Financial
Financial Advisor
rmalis@monarchwealth.ca
1-866-548-3888
Christine Albert
Assante Wealth Management
Certified Financial Planner
calbert@assante.ca
705-476-5422
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