Education Planning in Oakville

Education Planning

Investing in Education

Proactive is key. Including a strategy for your children or grandchildren鈥檚 educational expenses is crucial to your overall financial plan.

Prioritize Education

The cost of post-secondary education in Canada is approximately $20k annually. Including this in your financial plan is essential. We provide tailored solutions to help you save for education expenses, navigate RESP options, and maximizeCanadian government grants.

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Our Solutions Include:

Our Five-Step Process

Set financial goals and build wealth. These steps ensures we are asking the right questions, and your answers will guide us through the financial planning process.

Gather and Analyze

Develop your Financial Roadmap

Discuss and Implement the Financial Plan

Financial Forecasts

Communication and Monitoring

FAQ

What is an education planning, and how does it benefit my family?

An Education Savings Plan in Canada supports your child鈥檚 student education plan with tax benefits and CESG grants. A Registered Education Savings Plan (RESP) offers tax-sheltered growth with a $50,000 maximum RESP contribution limit, while a TFSA provides additional savings for education in Ontario and beyond, reducing financial stress when tuition payments begin.

What saving strategies should I consider for my child鈥檚 education?

Combine RESP savings, TFSA contributions, and family gifting options to maximize grants and grow funds tax-efficiently.

How early should I start an education savings plan?

It鈥檚 best to start as early as possible to take advantage of compounding returns, RESP grants, and long-term growth.

What are the key components of a successful education plan?

A solid education plan includes RESP contributions, CESG maximization, gifting options, and effective budgeting to meet education costs.

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My wife and I entrusted our finances to Peter and his team in 2006, and now, on the edge of retirement, we have a solid financial base thanks to the planning, goal setting, and execution provided by Peter鈥檚 team, who are as much old friends as advisors. Every aspect of our financial life, from RSPs to investment accounts to TFSAs, is meticulously planned, making this a lifelong relationship.

Hugh Murray

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We have been with 抖阴短视频 since 1997 and always received great respect. In 2014, we met Jennifer 抖阴短视频, now our advisor. Her warm personality and clear financial guidance impressed us. She is always available to help. We highly recommend her skills.

Sheila & Stewart Smith

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My wife and I have been clients of 抖阴短视频 since 1993. We have always been impressed with the systematic process used to determine our needs when investing. The staff, from Peter, Jennifer and others, have strived to make our investing clear and easy to understand. After all, they are the experts!

Ken Murphy | Retired Pilot

“ We want to bridge the gap between your goals and the complexities of life “听

Peter 抖阴短视频

Founder

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Aligned Capital Partners Inc. (鈥淎CPI鈥�) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (鈥淐IPF鈥�) and Canadian Investment Regulatory Organization (鈥淐IRO鈥�). Securities advice and services are provided through ACPI (or) 抖阴短视频 Securities, an approved trade name of ACPI. Only securities-related products and services are offered through ACPI/ 抖阴短视频 Securities and are covered by the CIPF. Financial planning and insurance services are provided through 抖阴短视频. 抖阴短视频 is an independent company separate and distinct from ACPI/ 抖阴短视频 Securities.

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