Resources
Financial Planning Resources
This page is your hub for tools, worksheets, and learning resources to help you make confident decisions over time.
Whether you are an employer supporting your team, or a plan member supporting your family, you will find practical resources you can use right away
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Your Financial Resource Library
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Employers & Self-EmployedWorkplace wellness improves when people understand their benefits and actually use them.
Top 11 Ways to De-Risk Your Group Benefits Plan
Learn our top tips for ways to remove risks within your group benefits plan.
Case Study: Group Benefit Renewal Strategy Saves $27,000
Read this true story to see how an Edmonton business saved over $27,000 on their Employee Benefits, without reducing any coverage!
Insurance Solutions for Self-Employed Individuals Guide
Read this guide to learn more about how to use insurance and financial solutions to protect you, your business and your investments.
Plan Members & FamiliesResources and program access specifically for Capital Planning members and their family
RRSP & TFSA Handout
Read this easy-to-understand handout to learn more about investing in your Group Savings Plans.
RESP Handout
Read this easy-to-understand handout to learn more about investing in your child’s education with a Capital Group RESP.
Investing Made Easy
This handout explains concepts like early investing, pay yourself first, and more.
Love & Money
How should you manage money in a relationship? This article offers some helpful strategies.
Make Holistic Planning Your Goal When Looking to Your Financial Future
Are you looking at the “bigger picture” when thinking about your financial future? This article offers some helpful tips.
5 Common Misconceptions When Purchasing Life Insurance
This article helps clear up some confusion and make life insurance planning a little easier to understand.
ATA MembersTeacher-focused tools, retirement projections, and portfolio access designed for your career stage.
Introduction to Your ATA Voluntary Benefits Program Video
Watch this Capital Planning YouTube video for a quick walk-through of the ATA Group Savings Program, available to all Alberta teachers.
ATA Voluntary Benefits Plans Guide
Review your voluntary savings plan and insurance options.
ATA Group RRSP Guide
Review this helpful guide to learn why an RRSP can be a simple, effective way to pair with your pension for maximizing retirement benefits.
ATA Group RESP Guide
Read this easy-to-understand guide to learn more about investing in your child’s education with a Capital Group ATA RESP.
Building an Emergency Fund with ATA Group TFSA
This article explains why it’s crucial to have an emergency fund, and how a TFSA can help you hit your emergency fund goal and invest it wisely.
The Importance of a TFSA for Financial Emergencies
Thinking about life insurance can feel overwhelming, but you’re not alone. This article is here to help clear up some of the basics and make life insurance planning a little easier to understand.
Financial Wellness Sessions
Attend our Financial Wellness sessions to learn more about combining your ATA pension with our registered savings accounts.
We provide Financial Wellness sessions at every Teachers’ Convention in Alberta, and work with your ATA Locals to provide sessions for your wellness days. Contact Us to make sure you know when the next sessions are being held!
Here are some free downloads that go along with the presentation.
Interested in booking a Financial Wellness 101 presentation for your team?
ASBE MembersResources and program access specifically for Alberta school board employees.
Introduction to Your ASBE Voluntary Benefits Program Video
Watch this Capital Planning YouTube video for a quick walk-through of the ASBE Group Savings Program, available to all Alberta School Board Employee members.
ASBE Voluntary Benefits Overview
Review your voluntary savings plan and insurance options this this easy-to-understand guide.
ASBE Group RRSP Guide
Review this helpful guide to learn why an RRSP can be a simple, effective way to pair with your pension for maximizing retirement benefits.
ASBE Group RESP Guide
Read this easy-to-understand guide to learn more about investing in your child’s education with a Capital Group ASBE RESP.
We work with school boards across Alberta to provide Financial Wellness sessions – often as part of their board-wide wellness days. Contact us to make sure you know when the next sessions are being held – or to set one up!
Interested in booking a Financial Wellness 101 presentation for your team?
Free Tools for Planning for the Future
You don’t need to have everything figured out to take a helpful first step. These tools are meant to reduce overwhelm and help you start a real plan.
Financial Planning Tools & CalculatorsView these helpful tools from CanadaLife.
Retirement Income Calculator
See how long your RRSP could last in retirement & how much you could withdraw per month.
RRSP Contributions Calculator
Figure out how your contribution amounts will affect your retirement savings over time.
Investment Personality Questionnaire
Find out if you are a conservative, moderate, or aggressive investor.
Income Wizard
Plug in your current RRSP value, and see how long it would last in retirement, how much you could take out, per month, and other calculations.
SmartPath Learning Hub
Visit the SmartPath Learning Hub on the CanadaLife website for educational resources by life stage.
Impact of Withdrawal tool
Thinking of taking some money out of your RRSP? See how this will impact your savings down the road.
Guides, Worksheets, and FormsThese helpful resources can help you organize your information and make key decisions.
How to Make Online Contributions
Learn how to use online banking to make contributions to your registered savings plan(s).
RRSP and TFSA Comparison Chart
Side-by-side comparison chart of an RRSP and TFSA to help you understand when to use each for future planning.
RESP Handout
Read this easy-to-understand handout to learn more about investing in your child’s education with a Capital Group RESP.
Monthly Budget Worksheet
Use this worksheet to help gather the information that will help you to make informed decisions in your retirement planning.
“Where is Everything?” Household Checklist
Fill out this checklist and keep one copy with your Will and give a second copy to your executor or next of kin.
Exploring Your Financial Profile for Retirement Form
Use this worksheet to help gather the information that will help you to make informed decisions in your retirement planning.
SNAP Insurance Needs Checklist
A quick self-assessment of your insurance coverage gaps.
Investment Approaches Flow Chart
Find which investment approach works best for your goals and comfort level.
All Forms
View the full list of forms for your Group RRSP & TFSA, other investments, and insurance.
About Capital Planning
For more than 40 years, our local Alberta-based team has helped Canadian organizations feel more supported, more informed, and more confident in their future, whether they’re choosing plans for a team or planning for themselves.
We listen first, then we help. And when plans change or life gets complicated? We’re still here to help you adjust if needed.
Not Sure Where to Start? We Can Help.
If you need more help than what the resources on this page can offer, we’re happy to have a conversation!