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Capital Estate Planning


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As the providers of your ATA Voluntary Benefits, we are here to help you with your financial wellness. Over the years, the better part of the last 40 years, we have been helping Alberta Teachers with unique group investment and insurance strategies. Helping you to feel confident with your financial situations.
The most popular strategy being the ATA Group RRSP – it’s available on payroll deduction at most school boards across the province. For more information on the benefits of payroll deduction head over to our website and connect with an expert for all your questions!
 
Recently, we have met teachers who have a different approach to investing and their financial wellness – the ATA Group TFSA is more to their style. The ATA Group TFSA has all the same investment options and returns as the ATA Group RRSP but gives you the control of when and how you want to use the money.
What style speaks to you? Connect with us and we can help you to explore your financial wellness and prepare for your future.
 
Are you curious about diving deeper into your financial wellness? Looking for a chance to learn more to better equip yourself to make the right decisions, the decisions that will impact your future? Check out our upcoming Financial Wellness sessions, hosted by Capital Estate Planning with special guest, MNP Debt. Head over to our website for more information and to connect with us for upcoming sessions: https://www.capitalplanning.ca/resources/financial-wellness

Contact info:
Elizabeth Walton, Communications: ewalton@capitalplanning.ca
780-463-6128
  • Timezone Southern Alberta Teachers' Convention 2021
    America/Edmonton
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