Student Investing

Investment Planning

  • How much for short-term

  • How much for emergencies

  • How much for long-term

Investment Accounts

  • Explain different accounts

  • Determine best accounts for you

  • Minimize tax impact

Investment Platforms

  • Determine best platform for you

  • Reduce fees you pay

  • Help navigate the platform

Custom Portfolio

  • Explain different investment options

  • Optimize short-term & long-term investments

  • Maximize growth potential

Investment Rebalancing

  • Full investment review

  • Step-by-step guidance on maintenance

  • Resources for the future

  • 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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