Building wealth is only part of the story. Protecting and directing it toward meaningful goals is where the real impact lies. Education is one of the greatest gifts you can give the next generation, and with the right education savings plan, you can make that gift last a lifetime. At Blucke & Associates, we simplify post-secondary education planning so your family is prepared for every possibility.
Education Savings Plans That Work Harder
The Registered Education Savings Plan (RESP) is one of the most effective ways to support your child’s or grandchild’s future, and when used fully, it can multiply the impact of every dollar.
- Lifetime contributions: Each child can receive up to $50,000 in RESP contributions. We help you plan contributions strategically, aligning timing and amounts with your broader financial goals.
- Government grants: The Canada Education Savings Grant (CESG) offers a 20% match on the first $2,500 contributed each year, up to a lifetime maximum of $7,200 per child. If you’ve missed a year, unused grant room carries forward.
- Flexibility built in: Not every child follows the same path. RESPs can often be transferred to siblings, family plans, or even into an RRSP under certain conditions.
- Provincial programs: In addition to federal support, some provinces provide grants to boost your savings further. We make sure you maximize every available option.
Simplifying Complexity, Amplifying Impact
RESPs are powerful, but without integration into your broader financial plan, they can be underutilized. We ensure your post-secondary education planning goals align with your tax strategy, retirement income planning, and estate coordination. This way, funding education strengthens your other long-term priorities.
Tailored Strategies for Real Families
Every family approaches education differently. Some focus on helping with tuition only, while others cover housing, travel, and living costs. Whether you’re supporting multiple children, planning for grandchildren, or preparing for specialized programs, we tailor education savings strategies to your unique situation. The plan reflects your values and your vision, not a one-size-fits-all template.
Beyond Tuition: Planning for Every Cost
Education expenses extend far beyond tuition. Housing, books, travel, technology, and day-to-day living can add up quickly. We plan with these realities in mind, building a clear picture of future costs and ensuring your education savings plan covers more than just the basics. This is post-secondary education planning that anticipates the full journey.
A Partner in the Process
At Blucke & Associates, we don’t work in isolation. We collaborate with your accountant and lawyer to ensure education planning fits seamlessly into your overall wealth strategy. You’re not left acting as the middleman—we handle the coordination so every piece of your financial life connects.
Expertise You Can Trust
Since 2008, Jason Blucke and our team have been guiding families across Kelowna and the Okanagan with proactive planning, long-term consistency, and deep community roots. Our approach combines technical expertise with personal relationships, ensuring you always have a trusted partner ready to adapt as your priorities evolve.
Start Building Their Future Today
Education planning is about shaping opportunity. With the right education savings plan and post-secondary education planning strategies, you can give your children and grandchildren a strong start without compromising your own financial goals. Contact Blucke & Associates today and begin building a future that lasts.