Get a customized financial plan built around your unique financial situation

No matter what your financial needs are, we have advisors who can help.

With educator-specific advice comes confidence that you will achieve your goals. In fact, investors who work with advisors for 15 years or more accumulate nearly 4 times more in savings than comparable investors without advice¹. So, whether you’re looking for mortgage advice, exploring investment options, want to talk about retirement, or anything else related to your money, you can count on expert advice from an Educators financial advisor.

Get a customized Financial Plan built around your
unique financial situation

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Skip the ‘one-size-fits-all’

Since 1975, we’ve been exclusively serving members of the education community.

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Tailor-made for you

From cash flow management to retirement planning, we’ll work with you to regularly update your plan as your needs and goals change.

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Plus, you could win $1,000

Open a new investment account by March 31^st and you could WIN $1,000!²

Call 1.800.263.9541 and cite promo code myEFGplan to book an appointment today or fill out the form below and we’ll be in touch.

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Trusted by over 16,000 education members

See why the education community loves Educators Financial Group

I started with Educators because I wanted to achieve my financial goals and be confident that my future was okay. I also wanted straight facts about investing and the market, and transparency with fees, which I didn’t get with the banks.

Ivana Fabrizi

Our Educators financial advisor clearly understood what we were looking for. He showed us how to move our corporate accounts and consolidate the funds with the least amount of taxes. He also helped us sort out our estate plan and invest within TFSAs to provide our sons with the least tax implications.

Mary Alice

My advisor understands the education community and its unique aspects and provides valuable advice. To have that expertise any time you want it, with no pressure, is very important.

David Wing

When it comes to Educators Financial Group, my only regret is that I wish I had known about them sooner.

Olga De Melo

Chris Knoch was instrumental in helping me secure my first mortgage. He was flexible and understanding throughout the home purchasing process. He provided me with the information needed to feel comfortable and confident to purchase my first home.

Hannah Singer

There’s advice. And there’s educator-specific advice.

No matter what your financial needs are, we have advisors who can help.