Our Plans

Understanding our Plans

Saving for your child's education is just one of the many ways that you show  you care. Most of our clients find our Group Savings Plan to be their preferred saving solution, which offers bonuses, a sales charge refund and competitive returns. However, in the event that your child decides not to pursue post-secondary education, or if you would like to transfer the plan down the road to a sibling or other beneficiary, our Family and Individual Savings Plans offer flexible options.  

Eligible studies

(Group Savings Plan, Group Savings Plan 2001, Individual Savings Plan and Family Savings Plan only)

View approved post-secondary institutions (here and here) that our Beneficiaries may attend. If you cannot locate your institution on the list, please contact us. If the institution qualifies, we will update our eligible school listing with your post-secondary institution.