Education Savings Plans in Vancouver

Providing Education Savings Planning in Vancouver

Harry Perler and David Olejnik, Financial Advisors of Perler Financial Group provide Education Savings Plans in Vancouver and the Lower Mainland.  We implement what we call our Perler Wealth Management Process. This is our holistic approach to providing qualified and trustworthy financial advice that ensures your education savings needs are met.

Our Education Savings Plans in Vancouver

Harry Perler and David Olejnik of Perler Financial Group offer some of the most trustworthy Education Savings Plans in Vancouver. This is a popular choice of investment used by parents and grandparents who want to save for the post-secondary education of their children and grandchildren.

Once we have drawn up the details of your plan, there are additional products that can be added if suitable. Some of these include but are not limited to:

  • Tax Free Savings Accounts (TFSA) Education Saving Plans Vancouver
  • Registered Retirement Savings Plans (RRSP)
  • Life Income Funds (LIF)
  • Registered Retirement Income Funds (RRIF)
  • Registered Education Savings Plans Vancouver (RESP)
  • Guaranteed Investment Certificate (GIC)
  • Segregated funds
  • Life insurance
  • Mortgage insurance
  • Disability insurance
  • Critical illness insurance

The benefits of setting up an Education Savings Plan in Vancouver

When it comes to Education Savings Plans in Vancouver, our team of experts, Harry Perler and David Olejnik of  Perler Financial Group will carefully walk you through the details of your chosen service. In the simplest terms, the RESP is a contract between the subscriber and the promoter. Under this contract, the subscriber chooses one or more beneficiaries (the future student) and agrees to make regular contributions for them. The promoter then agrees to pay educational assistance payments (EAPs) to the beneficiaries.

Our Education Savings Plans in Vancouver pays dividends for the rest of the child’s life. The younger they are when you sign up, the more benefits there are in the future. This plan can also be set up as a source of tax-deferred income. Contact one of our friendly advisors today and we’ll go over some exact numbers after having assessed your current financial situation.

Why choose us to create your Education Savings Plan?

Regardless of what stage of your life you’re currently in, Harry Perler and David Olejnik of  Perler Financial Group can provide a service tailored to your needs. Whether you’re looking for a Education Savings Plan in Vancouver or thinking about retirement planning, our team can assist you in making the right choice to ensure the stability of your financial future.

Harry Perler and David Olejnik of  Perler Financial Group boasts a large clientele from all walks of life. We service large business owners, working professionals, salary based employees, retired people, as well as young investors. Whether you require help with estate planning, education savings plans, or general wealth accumulation, you have nothing to lose by contacting our team of specialist advisors and administrators.

We pride ourselves on our excellent advisor to client relations. We are able to offer customized planning with comprehensive personalized servicing.

Have a look at our easily navigable website to see the full range of our services that include but are not limited to:

  • Charitable giving plansEducation Saving Plans Vancouver
  • Education savings plans Vancouver
  • Employee benefit plans
  • Estate planning
  • Financial planning
  • Retirement planning
  • Risk management plans
  • Tax planning
  • Wealth accumulation

 

Contact

To set up your Education Savings Plans in Vancouver today, call us now at 604 468 0888. You can e-mail us at info@perlerfinancial.com. Alternatively, you can contact us by filling out the form on our website.