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Start the year with a clear financial plan.

The new year is the perfect time for a financial reset. Whether you’re saving for your retirement, a down payment, or your children’s education, you need confidence that your investments are aligned with your goals.

Our financial advisors specialize in the unique financial landscape of the education community – we understand your pension, pay grid, and saving opportunities available to you. Let our experienced financial advisors help you:

  • Review your current investment performance and trajectory
  • Identify opportunities to optimize your savings and tax strategy
  • Chart a clear, personalized path forward for 2026 and beyond

Book a complimentary consultation to check-in with an Educators financial advisor today. PLUS, for a limited time, open a new investment account and you could WIN $1,000.1

Here’s how you can qualify:

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Step 1

Complete the form below to book a consultation with an Educators’ financial advisor.

 

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Step 2

Open a new investment account with a minimum deposit of $5,000 before March 31, 2026.

 

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Step 3

Automatically receive one (1) entry into a draw for your chance to win $1,000.

Ready to get on track?