New-Grad
Packages

Investing

  • How much to invest

  • Best investment accounts

  • Stocks, Bonds, or Savings

Tax Prep

  • Understanding how tax returns are calculated

  • Looking for student-specific tax credits

  • Collecting tax documents

Debt Management

  • Payment prioritization

  • Amortization

  • Tax credits

Work Benefits

  • RRSP matching

  • Health & dental

  • Critical illness/disability

Budgeting

  • Student discounts

  • Sample budget

  • Budgeting apps

Financial Planning

  • Tax planning

  • Major purchase planning

  • Retirement planning

Access to Advisor

  • Ongoing access

  • Proactive meetings

  • Long-term planning

  • Access to Advisor

  • Budgeting

  • Community Grant

  • Credit Score Planning

  • Debt Management

  • Disability Grant

  • Financial Planning

  • Insurance

  • Investing

  • Investing Loans

  • Line of Credit

  • OotR Grants

  • RESP Planning

  • Student Aid

  • Student Banking

  • Supplemental Bursary

  • Tax Prep

  • Textbooks

  • Work Benefits

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