Transfers from one financial institution to another: update
A number of you have expressed frustration in not being able to transfer your RDSP from one financial institution to another. Part of that frustration has been that the messages have been conflicting – you should be able to...
Shepherds Wanted! Holders and the RDSP
One of the most challenging aspects of future planning is finding people to shepherd the plan far into the future. Therefore, it is not surprising that setting up an RDSP presents the same issue – who can help manage...
HRSDC seeks participants for a discussion in Vancouver (September 1st)
Human Resources and Skills Development Canada is holding two discussion groups about communication materials the government is developing that will provide information about services for eligible Registered Disability Savings Plan (RDSP) applicants. They are seeking parents and legal guardians...
How to maximize the benefits of the Registered Disability Savings Plan (RDSP)
This entry was submitted by the Royal Bank of Canada The Registered Disability Savings Plan (RDSP) was introduced by the government of Canada to help families and people with disabilities save for their long-term financial security. The benefits of...
Being disabled does not mean living in poverty – planning for my son’s future
By Matthew Quetton, CEO, PLAN Truthfully, I am terrible with money; great at spending it, terrible at saving it. When I met with a financial planner for the first time last year I realized just how much I was...
The RDSP: Saving or Estate Planning?
In the early days of the RDSP, a financially astute parent said, “If you want to maximize the benefit of the RDSP (and you have the cash to afford it), you should put $171,500 into the plan in the...
RDSP Telephone Seminar – July 21, 2010 in Mandarin
Poster-RDSP Chinese Telelearning -July21-2010 PLAN is hosting a Chinese RDSP telephone seminar for Chinese families across the country July 21, 2010. Please see the attached poster for more information. RDSP Teleseminar (Mandarin) Date and Time: Wednesday, July 21, 2010...
Transfers to another financial institution – download form
People continue to ask us about transfering their RDSP to another financial institution. We provided an update in January and promised to post the “transfer form” when it became available. The transfer form was completed in May – one...
Announcing our new “Step-by-Step” guide – Free Download!
PLAN’s new Step by Step Guide (to becoming eligible, opening and managing your Registered Disability Savings Plan) is available now for free download. Just click on the following link: Step-by-Step Guide With support from the Investor Education Fund, the guide...
Payments – Our latest explanation!
Hopefully you don’t go to sleep at night wondering how to explain payments from RDSPs. We do!!! It would be easy to take the attitude – “It’s complicated. I’ll learn it when I need to.” At PLAN, we don’t...