Joanne Coker

Wealth Advisor

Tel: 613-967-2250
Tel: 613-476-9794
Tel: 1800-647-3998

Address

BMO Nesbitt Burns
210 Front Street
Belleville, ON
K8N 2Z2
Map

BMO Nesbitt Burns
BMO Bank of Montreal
115 Main Street
Picton, ON
K0K 2T0

Contact Me

Education Planning


As education costs continue to rise, it’s important to understand how much money you’ll need for future educational expenses – and the best way to fund those expenses. As part of your overall wealth management plan, we’ll work with you to develop an education savings strategy that fits your budget and requirements.
 
BMO Nesbitt Burns publishes a variety of education-related articles to help you plan for your family’s educational needs.  

Here are a few that offer good background information:

Education Planning – For the Children in Your Life
Education Saving Options – Comparison Chart
Registered Education Savings Plans
Taking Money Out of a RESP
 
Please don’t hesitate to contact me for more information and to discuss saving for your family’s educational needs.