Author Headshot Placeholder

Bernard Viau

Why you should start RESP conversations early

It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]

By Bernard Viau |October 26, 2017

5 min read

How to calm suspicious clients

Especially when you inherit them

By Bernard Viau |June 15, 2017

4 min read