Savings > $50,000
Package

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

Financial Planning

  • Tax planning

  • Major purchase planning

  • Retirement planning

Student Aid

  • Maximize grant funding

  • Maximize total funding

  • FTSG, PTSG, ARS, JL

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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