Services / Education
Services / Estate Planning
Protect What You Leave Behind
Protect What You Leave Behind
Protect What You Leave Behind
Planworks structures the estate to minimize tax on what passes, keeps beneficiaries and documents aligned, and coordinates the will, trusts, and corporate holdings into one plan.
Book a call
Services / Estate Planning
Protect What You Leave Behind
Planworks structures the estate to minimize tax on what passes, keeps beneficiaries and documents aligned, and coordinates the will, trusts, and corporate holdings into one plan.
Book a call
Education planning across every account and dependant
Education planning across every account and dependant
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New RESP Contribution to review
$8,000 E’’s account · Mar 15
New RESP Contribution to review
$8,000 E’’s account · Mar 15
Active account management
Active account management
Contributions, withdrawals, and rebalancing decisions are surfaced directly as they become required. Each item arrives with the analysis behind it and can be approved, modified, or deferred.
Contributions, withdrawals, and rebalancing decisions are surfaced directly as they become required. Each item arrives with the analysis behind it and can be approved, modified, or deferred.
Contributions, withdrawals, and rebalancing decisions are surfaced directly as they become required. Each item arrives with the analysis behind it and can be approved, modified, or deferred.
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New Scholarship Match for J.
Schulich Leader · View Report
New Scholarship Match for J.
Schulich Leader · View Report
Continuous opportunity review
Continuous opportunity review
Scholarships, grants, and account-structure changes are monitored across every dependent and reviewed against household eligibility. Matches are surfaced with the supporting analysis and recommended action.
Scholarships, grants, and account-structure changes are monitored across every dependent and reviewed against household eligibility. Matches are surfaced with the supporting analysis and recommended action.
Scholarships, grants, and account-structure changes are monitored across every dependent and reviewed against household eligibility. Matches are surfaced with the supporting analysis and recommended action.
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Education
Education
All
All
4
4
Archived
Archived
RESP for E.
RESP for E.
RESP for J.
RESP for J.
529 (US) for J.
529 (US) for J.
0
0
2
2
1
1
1
1
Plans
Plans
Add Plan
Add Plan
Contributions
Contributions
Scholarships matched
Scholarships matched
Reviews due
Reviews due
6
6
3
3
1
1
Add item
Add item
This year
This year
Full plan visibility
Full plan visibility
Every plan, account, and contribution schedule is held in a single coordinated view. Activity across accounts is tracked continuously and adjustments are recommended as circumstances change.
Every plan, account, and contribution schedule is held in a single coordinated view. Activity across accounts is tracked continuously and adjustments are recommended as circumstances change.
Every plan, account, and contribution schedule is held in a single coordinated view. Activity across accounts is tracked continuously and adjustments are recommended as circumstances change.
Meet with your planner,
face to face
Meet with your planner,
face to face
Meet with your planner,
face to face
Meet with your planner,
face to face
Aubrey
Ella
Quarterly reviews
Quarterly reviews
Sit down with your planner four times a year, in person or by video, with the analysis sent in advance.
Sit down with your planner four times a year, in person or by video, with the analysis sent in advance.
Sit down with your planner four times a year, in person or by video, with the analysis sent in advance.
One planner, every workstream
One planner, every workstream
The same CFP handles your education, tax, estate, and investing — so decisions in one area aren't made in isolation.
The same CFP handles your education, tax, estate, and investing — so decisions in one area aren't made in isolation.
The same CFP handles your education, tax, estate, and investing — so decisions in one area aren't made in isolation.
Available between reviews
Available between reviews
You can reach your planner directly for anything that comes up between scheduled meetings.
You can reach your planner directly for anything that comes up between scheduled meetings.
You can reach your planner directly for anything that comes up between scheduled meetings.
We partner with Willful to turn your plan into legal documents.
We bridge the gap between financial strategy and legal execution. Planworks engineers the tax efficiency of your legacy, then seamlessly connects you with Willful to draft the final documents. This integration ensures your legal structure perfectly mirrors your financial design, without the friction of traditional law firms.
We partner with Willful to turn your plan into legal documents.
We bridge the gap between financial strategy and legal execution. Planworks engineers the tax efficiency of your legacy, then seamlessly connects you with Willful to draft the final documents. This integration ensures your legal structure perfectly mirrors your financial design, without the friction of traditional law firms.
FAQ
FAQ
We've put together the most common questions we get asked about education planning.
We've put together the most common questions we get asked about education planning.
If you have a question that you can't find here, please contact us for more information.
If you have a question that you can't find here, please contact us for more information.
Book a call
FAQ
We've put together the most common questions we get asked about education planning.
If you have a question that you can't find here, please contact us for more information.
Book a call
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Corporation. All rights reserved.
CIRO
Details
CFP/FP Canada
Details
CIPF Insured
Details
CCPA/GDPR
Details
Professional Financial Planning for Your Family
Professional Financial Planning for Your Family
Call to action
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P
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Copyright © 2026 Planworks Financial
Corporation. All rights reserved.
Services
Financial Planning
Tax planning
Estate Planning
Retirement Planning
Insurance review
Cross-border planning
Who we serve
Incorporated professionals
Business owners
Pre-retirees
Families
Equity compensation
Inheritance
Resources
Research
Planning guides
Tax calendar
Glossary
FAQ
Client portal
Company
About
Our team
Careers
Press
Contact
Book a call
Locations
Your Privacy Choices
Legal
Privacy policy
Terms of service
Disclosures
Regulatory information
Accessibility
Complaints process