Resources

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Here comes the school year, doo-da-da-da
Here comes the school year, and I say,
It’s all riii—no, wait, what?
No, it’s not! What about all the stuff I said I’d get done this summer!

The last couple weeks of summer are often busy ones for us here at Capital. We talk to a lot of teachers and school board staff who realize that that big looming deadline of the school year is fast approaching – and that it’s really tough to do personal stuff when the school year is on.

If you’re one of those who want to get those last minute items on the to-do list done quick before school starts, here are your links!

ATA Group RRSP

Take five minutes and fill out the application for your ATA Group RRSP. You don’t have to meet with an advisor - unless you want to. You don’t even have to figure out your investment choice – it will automatically go with the outstanding default choice, Fidelity ClearPath. You don’t have to mail it – you can scan it, email it to us, and we’ll send it to your school board to start payroll deduction. It's that easy!

ATA Group TFSA (Tax Free Savings Account)

Here’s the form for the ATA Group TFSA. It’s not generally available through payroll deduction, but you can set it up as a recurring (electronic) bill payment from your bank account, or we can do it through Pre-Authorized Withdrawals. Easy!!

ATA Group Critical Illness Insurance

Signing up to protect yourself and your family if you were to get a cancer diagnosis, have a heart attack, an MS diagnosis, etc., has never been easier! Now you can fill out the application easily online! Take a couple of minutes and do that now.
It is hard to ever regret protecting yourself and your family from the financial burden of a life changing illness.

Of course, we can also help you with Life Insurance, Mortgage Insurance and other insurance strategies. And what's even better; you could do all of those things in about 15 minutes total – and not have it hanging over your head when school starts!

If you need help with any of it, please connect with us!