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Education Planning

Education Planning 

Properly saving for your child’s Post-Secondary education may appear to be a daunting task, both from a financial and emotional perspective, but this doesn’t have to be the case. Finding a way to appropriately balance your personal financial needs and their school tuition is imperative to ensure a smooth transition into their young adult years. At Mowbray, Wright we not only help our clients by creating a tailored roadmap for progress in this area but also make them aware of different investment techniques and options to ensure that the after-tax funds available for their children at the time of post-secondary enrollment are maximized. A part of this strategy is the use of a Registered Education Savings Plan (RESP), where the income accrues tax-free until withdrawal. Given the diversity of our clients financial and personal needs, other strategies are available, that we are more than happy to discuss with you.