Education Planning

Investing in Education

Proactive is key. Including a strategy for your children or grandchildren’s educational expenses is crucial to your overall financial plan.

Prioritize Education

The cost of post-secondary education in Canada is approximately $20k annually. Including this in your financial plan is essential. We provide tailored solutions to help you save for education expenses, navigate RESP options, and maximizeCanadian government grants.

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Our Solutions Include:

Our Five-Step Process

Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.

1
Gather and Analyze
2
Develop your Financial Roadmap
3
Discuss and Implement the Financial Plan
4
Financial Forecasts
5
Communication and Monitoring
We want to bridge the gap between your goals and the complexities of life  

Peter Watson

Founder

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