RESPs & Other Options

There are a number of investment options available to make saving for education as easy as possible. Any one of these options, or a combination, could be the right solution for you. Your investment professional can help you determine what will work best for your situation

Registered Education Savings Plans (RESPs)
In-trust Accounts (ITAs)
Formal Trusts
Savings and Investment Accounts
Lifelong Learning Plans (LLPs)

Put the advantage of post-secondary education within reach with Ethical Funds® *

The Ethical Funds Company® is Canada’s leader in socially responsible investing with a full family of funds to choose from for your education savings portfolio.

The Ethical Funds Company screens all companies for investment fundamentals. The Ethical Funds Company has also developed a Shareholder Action program to ensure that they screen with your values in mind. This is the heart of socially responsible investing.

®Ethical Funds, and The Ethical Funds Company are registered marks and trademarks owned by Northwest & Ethical Investments L.P. and are used under licence.

Call us today at: 1.866.8MEMBER (863.6237) or email: questions@affinitycu.ca

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Last Updated: September 8th, 2010