It's "That" Time of Year

We hope you enjoyed your summer. It was great getting out and seeing each other in person, again. Now school routines are back, summer days are slowly drifting into memories and there is pumpkin spice everything.

With the new school year starting, we want to remind you of a few things that may need to be updated or considered.

  • Do you have health and dental benefits through your work? If the students in your house are over the age of 21, their records will need to be updated at your benefits carrier to ensure that their health and dental coverage is not turned off.
  • Do you have a student heading to college or university? If you have a student heading into post-secondary education, we should start talking about redeeming your RESP savings.
  • RESP savings? Wait … should I be saving for something? We are happy to talk to you about how to increase your investment by 20% automatically ... just by investing for your kids/grandkids’ education.

As always, we are here to help. If you have questions about your planning, please give us a call today.


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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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