Insurance and Wills for Canadian Expats

Canadian Expats Category

When I talked to several non-resident tax and investment specialists during my Covid quarantine-induced expat research frenzy, the topic that kept coming up as “the most common mistake amongst expats” was insurance. As the least sexy topic in a field of study not known for being particularly sexy, insurance has long been the forgotten dance…

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Indexed Family Education Fund (RESP) Portfolio Update – 2021 Edition

Indexed Family Resp Portfolio Update

Welcome to the annual Registered Education Saving Plan (RESP) update where I show transparency on our indexed investment strategy to help pay for our children’s future education costs. What is an RESP?  At a high level, an RESP is an investment account for future post-secondary students and stands for Registered Education Savings Plan.  It can…

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