Education savings
Connect education savings with the household file
This page shows how REEE assumptions, family goals, cash flow, and review notes can be organized into the household file before a client meeting.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
Parents want to fund post-secondary education while balancing mortgage payments, insurance needs, REER contributions, and short-term liquidity, and want to see how SCEE and IQEE grants change the picture.
Workflow steps
- Capture children, education goals, contribution assumptions, and available cash flow.
- Compare REEE estimates with debt, insurance, REER, and emergency-fund priorities.
- Document the estimated next contribution, grant effect, and review cadence.
Expected outcome
The advisor can review contribution order, education targets, and trade-offs in household context, with grant effects illustrated.
FAQ
Is this only a REEE calculator?
No. It connects education-savings estimates to the broader household file so the advisor can review competing priorities together.
Does it expose family records?
No. Public content uses representative figures, not real family files; client data stays in the authenticated app.
Related resources
This resource belongs to the Tax and registered-account estimates group. Compare the neighbouring resources:
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Prepare this workflow in AssureConcept
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