Additional Features
Including Charitable Giving, Education (RESPs), Stress Testing, and Paraplanning.
- Recommendations
- Stress Testing Add-on
- Randomized Scenarios
- Historical Scenarios
- Tracking savings and withdrawals in an RESP
- Frequently Asked Questions - RESP
- Guidelines for Education Cost
- Charitable Donations: Overview
- Charitable Donations: Non-Registered Asset Donations
- Charitable Donations: Cash Donations
- Charitable Donations: Insurance Donations
- Snap Projections Paraplanning Service