We’re pleased to introduce the 2026 Planning Pathways chart, a new quick-reference resource designed to support planning conversations across today’s core savings and investment products.
The Planning Pathways chart provides a side-by-side overview of key product features and considerations, including RRSPs, TFSAs, FHSAs, RESPs, RDSPs, and Non-Registered investments, with current 2026 limits and planning notes.
This resource is intended to complement the 2026 Investment & RRSP Loan Programs chart—a tool first introduced in 2005 and updated annually for advisor use. Together, these two charts provide a concise, at-a-glance reference you can use when:
- framing planning discussions with clients,
- comparing product pathways and trade-offs, and
- confirming annual limits and key rules.
The 2026 Planning Pathways chart is now available on our Bulletins Board, and can be downloaded for your records or client discussions.
If you have feedback or suggestions for future updates, we welcome your input as we continue refining advisor tools to support your practice.
Best Regards,
Global Pacific
| Attachment | Size | Type |
|---|---|---|
| Planning_Pathways_2026_FINAL.pdf | 71.07 KB | application/pdf |