Most Canadian parents want to set their kids up financially. They just don't know where to start, what to open first, or what they might be missing.
This free checklist gives you the complete Canadian account sequence in one saveable page — from applying for the SIN number in week one to opening the TFSA the week of their 18th birthday.
This checklist is for you if:
You are a Canadian parent of a newborn, a toddler, a teenager, or anything in between. You have been meaning to sort out the RESP, the in-trust account, or the TFSA conversation and just haven't gotten there yet. You want a clear, jargon-free starting point built specifically for the Canadian financial system.
For educational purposes only. Tax rules vary by province and individual situation. Always consult a qualified tax professional and financial advisor for advice specific to your family.