Stories

RDSP’s and Changing Financial Institutions – by Doug Carley.

Almost all Banks and Credit Unions that offer an RDSP have a menu of investment products that is restricted to their own brand of Mutual Funds. There are two financial institutions that have a …

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Q&A for Research Consultant RFP

On August 24, 2020, PLAN released an RFP for a Research Consultant. Please see the full post here: RFP: Supporting Siblings: A New Path to Financial Security We are excited about the response that …

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RFP: Supporting Siblings: A New Path to Financial Security

  Re: Request for Proposal for a Research Consultant Planned Lifetime Advocacy Network (herein referred to as “PLAN”) is accepting proposals from experienced researchers to collaborate on a multi-stakeholder initiative to improve the financial …

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Notice – 2020 Annual General Meeting

Dear Members, Due to the unusual circumstances of Covid-19, and to ensure members’ health and safety, PLAN must follow provincial health guidelines and refrain from hosting in-person gatherings of more than 50 persons. This …

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