Group savings plan brokerage (mutual funds)

  Group savings plan

It is a little known and little used system, it is however a generous regime which has the major advantage of not reducing benefits and other assistance plans available for the disabled. The participant will learn why and for whom the RDSP plan is best suited, as well as the in’s and out’s order to provide the pertinent information to potential clients.

 Price: 132,22$ (taxes included)

 Group savings plan

In today's world, parents and students alike face some major realities: most new jobs require post-secondary education, and post-secondary education can be expensive. Saving to finance the post-secondary education of our children, or grandchildren as the case may be, is one way of giving them the opportunity to make choices about their future at a time when the majority of our financial obligations are behind us.

This course will provide you with the necessary information concerning RESP’s in order to better inform and service your clients.

Price: 97,73$ (taxes included)

 Group savings plan

The goal of this seminar is to review the product made available to consumers for over 10 years now. The advisor will learn about the general outline of the product, its flexibility and advantages.

Subjects for discussion: admissibility for the product; contributions and types of investments; what happens when a death occurs; creditor proofing the product; designation of beneficiaries; product comparisons between TFSA and other investment products.

Price: 132,22$ (taxes included)