Your Education Plan will help you determine if you enough money to pay for your
child’s (or grandchild’s) post-secondary education.
Through the use of sophisticated education planning calculations, we take into account your current income, projected rates of return, and the rising costs of post-secondary education. By using realistic assumptions, we work to ensure that your education plan results are truly meaningful. Together, we’ll make a plan that is not just an exercise, but a road map to successfully attaining your education savings goal.
We then work to help you understand where you currently are in relation to your goal and your ability to meet it with your existing investment activities. If you’re not on track for your goal, we will either work with you to modify your plan or recommend strategies that will help you accumulate the additional capital needed to cover the shortfall.
Once the plan is outlined, we’ll help you implement it with current and recommended funding strategies, as well as our careful analysis of the most appropriate vehicle(s) to use for funding your child’s (or grandchild’s) education (Registered Education Savings Plan (RESP), Non-Registered In-Trust Account, etc.).
