Education Planning:

Saving for post-secondary education is an important milestone - whether it's for a loved one or yourself. The education planning process allows you to prepare and save for the goal of post-secondary education and take advantage of government grants and investment vehicles that maximize the potential for tax-free growth.

• Complete needs analysis for education savings
• Evaluate the appropriate savings vehicle(s) (e.g. RESPs, trusts, etc.)
• Recommend appropriate investments
• Discuss government grant qualifications