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Registered Education Savings Plan

by 3 Planning Group | Blog, investment, Registered Education Savings Plan

Benefits of opening an Registered Education Savings Plan:Benefit from tax-free savingsProvided that the earnings that you make from investments are not withdrawn from the RESP, you will not pay any tax on them, giving you the opportunity to grow your savings...

Registered Education Saving Plan- Video

by 3 Planning Group | Registered Education Savings Plan

2021 Financial Calendar

2021 Financial Calendar

by 3 Planning Group | 2021, Blog, personal finances, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...
Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by 3 Planning Group | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Disability, disability insurance, Family, financial advice, Financial Planning, Health Benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...

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We are a team of advisor succession specialists dedicated to helping you understand your business value, grow your practice, and improve client outcomes. Contact us today to start your journey towards a successful and rewarding future.

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About 3PG

3 Planning Group (3PG) is a team of financial professionals with decades of experience dedicated to empowering advisors and their clients. 3PG provides market leading advisor succession planning, exit value, business growth, and enhanced client outcomes for advisors they work with.


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250-618-0386

info@3planninggroup.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

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