ATA Member Benefits
What defines "wealthy?"
"Wealthy is not a matter of how much you earn, who your parents are, or what you do. . . it is a matter of managing your money properly." - Noel Whittaker, an Australian financial columnist
While the definition of wealth may change, attention to its details should not. With a team highly experienced and dedicated to serving The Alberta Teachers' Association, Capital Estate Planning Corporation has the resources and experience to ensure each detail of your investment plans will be taken care of.
Capital Estate Planning Corporation has been proud to administer the ATA voluntary benefits program since 1986 when the ATA Group Life + Optional 5 year renewable term insurance plan was implemented. We are pleased to advise, although insurance industry rates have changed over the years, the ATA Group Life + insurance plan has remained at the same premium levels since inception. This low cost coverage is available to ATA Members, Associate Members, Lifetime ATA Members, their spouse and dependent children.
In 1989, Capital Estate Planning Corporation introduced the ATA Group RRSP which is offered on Payroll Deduction in most School Boards throughout the province, or on monthly pre-authorized chequing. Our relationship is steeped in trust; for nearly twenty years, Alberta's teachers have trusted us to safeguard their wealth and grow it. And because of our longstanding relationship, we are able to offer ATA members exceptional services and great returns unmatched by any other investment company.
Our services for ATA members range from start-up savings plans to advanced wealth management strategies and estate planning. Combining our financial knowledge with our experience serving the teaching world, we are able to create financial plans specific to your assets, needs and desires. Our team of professional advisors keep up-to-date on all investment and insurance products creating a financial and estate portfolio for you that suits your specific circumstances.
An established and trusted source for ATA members, we pay attention to details.
Tax-Free Savings Account
The TFSA is a great addition to other registered savings options (i.e., RRSP, RESP). TFSAs will be particularly attractive to members of any existing pension plan (i.e., ATRF). This is extremely helpful as the increasing pension adjustment each year continually erodes personal RRSP contributions for pension plan members.
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Diversify your portfolio across a variety of asset classes. By investing in a wide range of products, you can build a solid foundation for a successful financial future.
Questions? Contact a member of our team