Template Package

Access to Advisor

  • Ongoing access

  • Proactive meetings

  • Long-term planning

Budgeting

  • Student discounts

  • Sample budget

  • Budgeting apps

Community Grant

  • Grant search

  • Essay writing

  • Step-by-step applying

Credit Score Planning

  • Rebuilding

  • Repayments

  • Maintaining

Debt Management

  • Payment prioritization

  • Amortization

  • Tax credits

Disability Grant

  • Disability funding

  • Resource and equipment funding

  • Schedule 4 form

Financial Planning

  • Tax planning

  • Major purchase planning

  • Retirement planning

GrantFinder

  • Discounts on GrantFinder Assistance

  • Continuous Monitoring of Grant Opportunities

Insurance

  • Student Insurance

  • Parental Insurance

  • Joint Insurance

Investing

  • How much to invest

  • Best investment accounts

  • Stocks, Bonds, or Savings

Investing Loans

  • Maximize funding

  • High interest savings

  • Repayment plan

Line of Credit

  • Best offers

  • Payment plans

  • Additional opportunities

Office of the Registrar Grants

  • Finding what you qualify for

  • Strategize to maximize funds

  • Long essay writing

RESP Planning

  • Maximize grant funding

  • Fund management

Student Aid

  • Maximize grant funding

  • Maximize total funding

  • FTSG, PTSG, ARS, JL

Student Banking

  • Student discounts

  • Credit cards

  • Credit lines

Supplemental Bursary

  • Prepping accounts

  • Essay writing

  • Maximizing funding

Tax Prep

  • Understanding how tax returns are calculated

  • Looking for student-specific tax credits

  • Collecting tax documents

Textbooks

  • Savings resources

  • Free PDFs

Work Benefits

  • RRSP matching

  • Health & dental

  • Critical illness/disability

  • 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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