Amongst life’s financial challenges are the cost of education, health care, and retirement. At Batty & Associated we want you and your family to be able to meet these needs as easily as possible. That’s why we offer a comprehensive range of financial planning products that allow you to invest now in your family’s future. Arrange a consultation with us today!

Education Savings Plans for Children –We offer a variety of savings plans that allow you to qualify for the government’s new Canada Education Savings Grant (CESG). Your annual grant will be equivalent of 20 percent of your annual RESP contribution, up to a maximum of $400 annually per child.

Individual Medical/Dental Coverage – Let us help you access a comprehensive employee benefit package specifically designed for self-employed individuals and employers with one to five employees.

Registered Retirement Savings Plans (RRSPs) – Whether you are looking to start a plan or just conduct an objective review, we can help. We offer you the power to choose – immediate tax saving plans, tax sheltered growth of investments, spousal RRSPs , and a plan to get there. We can also help you convert your RRSP to an Annuity or a Registered Retirement Income Fund (RRIF) at the best rates available on the market.

To purchase financial planning products, request a quote or contact us.