OTG offers FREE workshops tailored to members of the education community and their families. You and your colleagues can choose from these enlightening sessions:

Financial Planning for New Educators

ABCs of financial planning & investing • cash flow management • building a credit rating • getting home financing • what to expect from your pension

Investment Planning for Educators

The myths about mutual funds, RRSPs and RESPs • gain a solid understanding of investment concepts • time-tested strategies for achieving your goals

Retirement Planning for Educators

Positioning investments for retirement • minimizing tax • key strategies for income splitting • capitalizing on retirement gratuities • learn pension essentials

Estate Planning for Retired Educators

Maximize your estate • protect your family • minimize probate fees and taxes • wills • beneficiary designations • powers of attorney

For every workshop you book, we’ll be pleased to reward your school:

Just arrange the venue and we will work with you to get the message out to your colleagues.

One-on-one meetings

Our financial advisors conduct one-on-one financial planning meetings with educators or their family members, at no cost or obligation.
To learn more click here

Have an OTG Financial Advisor contact me.