Kaleido

Promotions

Transfer your RESP and receive $1001

Simplify your life by pooling your education savings with us.

Make an appointment Already a customer?

The biggest advantage is simplicity.

Bringing all your registered education savings plans together in one place will make it easier to manage your finances. What’s more, we’ll take care of the transfer for you. All you have to do is:

  1. Make an appointment with our team;
  2. Transfer an RESP of at least $1,000 from another institution;
  3. Receive $100 in your IDEO+ account.

An immediate boost to stretch your education savings.
See offer details.

New customers

  Transfer an RESP from another institution to Kaleido.   

   Current customers   

Schedule an appointment in your Client Space or request a callback.

By pooling your RESPs with Kaleido, you’ll have just one savings strategy to manage, and it will be tailored to your child’s age and your investment timeline. What’s more, you’ll benefit from a single management platform that lets you:

  • Contribute to your RESP2 – New;
  • Schedule or increase your monthly contributions2 – New;
  • Update your information;
  • Retrieve your tax documents and account statements;
  • Manage withdrawals for your beneficiary’s education.

It will be easier to track your savings and maximize your government grants—and eventually, the withdrawals for your beneficiary’s education!

How to optimize an RESP?

Manage your RESP the way you want

Thanks to the flexibility of individual IDEO+ RESPs, you can manage your education savings at your own pace and in the way that suits you:

  • Independently, thanks to our simple, accessible online services;
  • By following the advice and personalized strategies of our team.

To make a transfer, book an appointment today with a Kaleido RESP advisor.

Make an appointment Already a customer?

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