Invesco Canada blog

Insights, commentary and investing expertise


October 21, 2020

Subject | Tax & Estate

Descriptor: An attorney designated in a power of attorney cannot make testamentary dispositions on behalf of a grantor, and this can pose problems in certain situations involving registered plans.

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Five questions we’re hearing from investors


Global Market Strategist, Invesco Ltd.
October 1, 2020

Subject | Coronavirus impact | Macro views

There is a feeling of apprehension in markets. I can sense it in the questions I receive. I continue to get more run-of-the-mill queries such as: “Are stocks still overvalued at current levels?” But then there are the new questions, which reflect deeper concerns. Most of the election-related questions I have received are like none I have gotten before in my career.

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RESP withdrawals: basic rules and strategic considerations


September 24, 2020

Subject | Tax & Estate

A registered education savings plan (RESP) is an effective vehicle for funding post-secondary education expenses, although the complex withdrawal rules can be confusing. Parents with children who are currently attending or who will be pursuing post-secondary education want to make sure tuition and living expenses are well funded through RESP withdrawals. Parents whose children have already completed their post-secondary education or who have decided not to pursue post-secondary education at all, want to wind down the RESP in the most tax-efficient way. In this article, we go back to basics and review the three types of withdrawals available from an RESP, along with offering some strategic considerations when making a withdrawal.

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