OTIP Archives - Wilfrid Laurier University Staff Association

How to manage risks at home

June 12, 2025/in OTIP/by Tracy Cochrane

Ensuring the safety and security of your home is a crucial responsibility. By understanding common risks and taking proactive measures, you can protect your most valuable assets. Here, we’ll explore various ways to identify, assess, and manage risks in and around your home so you can enjoy peace of mind.

Read more at www.otip.com/article193. #OTIPUpdate

Celebrate the end of the school year with a bonus offer!

For the month of June only, get a $30 gift card of your choice when you get a car, home, or leisure product quote. Get a quote or call 1-888-892-4935 and mention this offer.

Here’s how members of the education community can financially plan for their futures

February 3, 2025/in OTIP/by Tracy Cochrane

Between preparing lesson plans to participating in extracurricular activities, it can be hard to find the time to learn about your personal finances.

But financial planning is essential to your long-term well-being, and with proper planning, you can reach your financial goals in the most efficient way possible.

Here are a few key things you should know about financial planning and taxes ahead of the RRSP and tax deadlines: https://bit.ly/40U4XjM.

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Maximize your investments this RRSP season.

Open a new RRSP, TFSA, FHSA, or non-registered account and get $100*!

Visit https://bit.ly/4gAp8YF or call 1.800.263.9541 (cite promo code Invest100) to get started today.

Educators Financial Group has been offering financial planning and a wide selection of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled them to become the education community’s financial specialist — empowering educators to achieve their financial goals. Book your complimentary consultation today: https://bit.ly/4hfk3Ga.

How to prepare for a safe winter road trip

December 13, 2024/in OTIP/by Tracy Cochrane

Winter road trips offer breathtaking scenery, but conditions can sometimes be less than perfect. According to the National Collision Database, nearly 30 percent of collisions happen on wet, snowy, or icy roads in November, December, January, and February. Whether you’re driving up to the cottage for a cozy weekend away or visiting family or friends in another city or province, be sure to keep these winter safety tips top of mind.

Read more at www.otip.com/article188. #OTIPUpdate

Insurance built for all members of the education community. Get personalized service, exclusive discounts on car and home insurance, and a $20 gift card of your choice when you get a quote. Get a quote online or call 1-888-892-4935 and mention this offer.

3 Ways to Celebrate Financial Literacy Month

November 15, 2024/in OTIP/by Tracy Cochrane

Welcome to Financial Literacy Month!

Talking about money can be tough, but it doesn’t have to be. This November, we’re embracing the theme “Money on your Mind. Talk about it!” to help break the stigma around financial conversations.

Whether you’re dealing with personal debt, budgeting for the future, or just curious about how to make your money work harder, Educators Financial Group can support you every step of the way.

Here are three ways you can learn with Educators Financial Group this Financial Literacy Month:

Fast-track your financial literacy by signing up for a free 5-day mini course. In this 5-part email series, you’ll learn how to manage your debt, build a successful financial plan, maximize your money through tax-saving strategies, and more. Plus, when you sign up during Financial Literacy Month, you’ll automatically be entered to win 1 of 5 $50 gift cards.
Get your questions answered by an Educators Financial Advisor. Book a call with an Educators Financial Advisor to discuss your finances and create a plan that works for you.
Attend a new lineup of webinars:
1. Financial Planning in your Early and Mid Career on Nov 12, 5:00pm – 6:15pm
1. Investing – Empowering You to Make the Right Choices on Nov 18, 7:00pm – 8:15pm
1. Financial Empowerment – Securing Your Legacy on Nov 26, 4:30pm – 5:45pm

Ready to take control of your finances? Book a call with an Educators Financial Advisor and get personalized advice tailored to your needs. Let’s talk about money!

What you need to know about driving with pets and auto insurance

June 10, 2024/in OTIP/by Tracy Cochrane

Protect your home from basement flooding

April 8, 2024/in OTIP/by Tracy Cochrane

Six components that every education member should add to their financial plan

February 5, 2024/in OTIP/by Tracy Cochrane

There are many building blocks to a successful financial plan, and it can be hard to create — and stick to — each block.

For many, the choice between stocks and bonds and the arrangement of pensions and taxes can be daunting. Personalized and professional financial advice can help you manage your unique needs and challenges to create a workable strategy.

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Get a customized Financial Plan built around your unique financial situation

Book a complimentary consultation today to speak to a financial advisor who will assess your current situation and create a tailored financial plan for you. Learn more: https://bit.ly/42jhMmM.

With the RRSP deadline around the corner, and tax deadline quickly approaching, here are key things you should know about financial planning and taxes: https://bit.ly/3SdKWPr.

Brought to you by Educators Financial Group. Trusted by over 16,000 education members and their families to meet their financial goals. Book your complimentary consultation today: https://bit.ly/3SeMQ2c.

November is Financial Literacy Month

November 10, 2023/in OTIP/by Tracy Cochrane

Pay grids. Pension contributions. Deferred leaves. These are all factors unique to education members.And each of these factors plays an important role when it comes to your overall financial journey.

This month, take time to empower yourself and invest in your own financial wellbeing. By being financially literate, you can better manage life events such as buying your first home, having a child, or retiring early.

Check out these upcoming events and educational resources to help strengthen your financial literacy and make more informed decisions about your money:

NEW First Home Savings Account (FHSA) resources:
- FHSA 101 on-demand webinar: https://bit.ly/3QbbJea
- A step-by-step guide: Using a First Home Savings Account to help you save for your first home: https://bit.ly/46LwILJ
Walk into Retirement with a Plan – sign up for upcoming workshops and webinars in collaboration with OTIP: https://otip.my.salesforce-sites.com/wrpen/
Financial literacy newsletter – get educator-specific tips and resources straight to your inbox every month, plus your chance to win a $50 gift card: https://bit.ly/3Q6ptqK

Brought to you by Educators Financial Group.

Feeling refreshed for a new school year

September 1, 2023/in OTIP/by Tracy Cochrane

Summer break is an excellent time to refresh yourself for the next school year. It’s also an ideal time to align your goals, including those that support your health, wellness, and financial security. Let OTIP help you with that!

Read more at www.otip.com/article168. #OTIPUpdate

What education members need to know about the new First Home Savings Account

May 4, 2023/in OTIP/by Tracy Cochrane

Thinking about buying your first home? Good news. The new Tax-Free First Home Savings Account (FHSA), designed to help qualifying first-time home buyers save for their home, is here. So, how exactly does this new account work and how can education members leverage it to save for their first home?

Read on to learn more about the FHSA and why you should consider opening an FHSA, even if you’re unsure about buying a home: https://bit.ly/41YyS7T. Brought to you by Educators Financial Group.

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