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Green Mountain Financial Services Inc.

GMFSI Education Savings Planner

GMFSI Family & Education Planning Suite

Education Savings Planner Premium V2.1

Estimate future post-secondary education costs, project RESP growth, model basic CESG and optional Canada Learning Bond amounts, compare contribution scenarios, and identify a potential education-funding gap.

Premium RESP Planning Edition • Corrected
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Education Savings Inputs

Enter the beneficiary, savings, education-cost, and grant assumptions.

Include basic CESG estimateUses a 20% basic grant estimate, subject to limits and eligibility.
Include CLB estimateUse only when the beneficiary may meet Canada Learning Bond eligibility rules.
Educational planning illustration only. CESG and CLB estimates depend on beneficiary age, residency, contribution history, grant room, family income, eligibility, plan rules, government program rules, and promoter administration. This tool does not confirm entitlement or replace advice from an RESP promoter, tax professional, or financial advisor. Investment returns and education costs are not guaranteed.
Green Mountain Financial Services Inc.

Request a Personalized Education Planning Strategy Review

Tell us about your beneficiary, current RESP savings, education goals, projected funding gap, and planning priorities. We’ll review your information and help identify practical next steps for contributions, grants, investment strategy, and future education funding.

✓ Confidential Review✓ No Obligation✓ RESP & Grant Planning✓ Typically 4–6 Minutes
Premium Education Planning Strategy Request

Let’s Understand Your Education Funding Priorities

Complete five short steps and we’ll prepare a focused review based on the beneficiary, current savings, education timeline, projected costs, grant opportunities, and family planning goals.

1Family
2Savings
3Goals
4Priorities
5Contact
01

Parent & Beneficiary

Tell us who is planning and who the education savings are intended to support.

02

Current Education Savings

Approximate amounts are fine. These details help us understand the current funding position.

Completed the Education Savings Planner? You may copy the readiness score, projected RESP value, projected education cost, grant estimate, and funding gap into this request or final comments.
03

Education Goals

Select the education paths and expenses you would like included in the planning review.

04

Planning Priorities

Select any areas where you would like guidance or a second opinion.

05

Contact Details & Documents

Tell us how to reach you and optionally provide relevant education-savings documents.

Please do not upload Social Insurance Numbers, banking credentials, account passwords, tax returns, or other highly sensitive personal information through this form.

✓ Request Received

Thank you. Your Education Planning Strategy Review request has been submitted successfully and will be reviewed shortly.

What Happens Next?

1We Review Your Education Snapshot

We assess the beneficiary, current RESP, contribution history, grants, and education timeline.

2We Identify Gaps & Opportunities

We clarify contribution, grant, investment, plan-structure, and withdrawal opportunities.

3You Review Your Options

You receive clear guidance and practical next steps with no obligation.

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