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Congrats! You're booked for your RDSP Clarity Call

Please check your inbox now and accept the invite so you don’t miss the call.

Before your call, please do these 3 quick things:

Next Steps

  1. Check your email

    Look for your Calendly invitation and meeting details. If you don’t see it, check spam, junk, or promotions.

  2. Be ready for a focused 15-minute call

    This is a one-to-one call prepared around your situation. Please join from a quiet place where you can speak clearly and focus.

  3. Bring the right person if needed

    If a spouse, parent, guardian, or caregiver helps make financial decisions for the beneficiary, it may be helpful to have them join you.

Upcoming RDSP Meeting

What we’ll cover:

In 15 minutes, we’ll help identify which RDSP opportunity may fit your family:

Open: DTC approved, no RDSP yet

Catch up:  possible missed grant/bond 

Optimize: existing RDSP but unclear strategy

DTC-first: DTC not yet approved or
pending

Important

These calls are prepared one-to-one.
 
If you cannot attend, please use the reschedule link in your Calendly email so the time can be released to another family.

Educational information only. RDSP eligibility, grants, bonds, and investment options depend on DTC status, age, income, contributions, and program rules.

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