Children’s Wealth Planning

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Children’s Wealth Planning

We all want our kids to thrive. With the help of a financial advisor, you can get them through school and beyond. 

RESP

The Registered Education Savings Plan is an investment account designed to help you save for your kids education in a tax efficient way. You may be eligible for up to $9,200 in grants from the federal government.

Participating Life

Purchasing life insurance for your child is an inexpensive way to create wealth for now and later. Sign over the policy to your child in adulthood and they can use the cash values towards their goals (down payment, early retirement and more!)

Critical Illness

The financial impact of a critical illness can devastate a family. Use the tax-free proceeds to focus on their recovery or secure their future. Guaranteed insurability: convert it to an adult policy without medical underwriting later.

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