Capital Planning - Group Benefits and Savings

Capital Planning - Group Benefits and Savings Group savings, benefits and insurance plans for Alberta organizations. Proudly local for 40+ years.

08/25/2026

What a day! ⛳️😂

Capital Planning was proud to be a hole sponsor at the 2026 SynergyYEG Network Golf Tournament, and what a fun group of people!

A huge thank you to everyone who took part, especially those brave enough to tackle our beach ball between-the-legs race. 😂🏖️ There was definitely more laughing than athleticism!

At Capital Planning, we believe in being humans first and wellness driven. Days like this are a perfect reminder that connection, laughter, community and having a little fun are all part of living well.

We’re so proud to be Synergy Network members and grateful to be part of such an amazing community.

Great people. Great connections. Great fun. That’s Synergy.

08/25/2026

What a day! ⛳️😂

Capital Planning was proud to be a hole sponsor at the 2026 SynergyYEG Network Golf Tournament, and what a fun group of people!

A huge thank you to everyone who took part, especially those brave enough to tackle our beach ball between-the-legs race. 😂🏖️ There was definitely more laughing than athleticism!

At Capital Planning, we believe in being humans first and wellness driven. Days like this are a perfect reminder that connection, laughter, community and having a little fun are all part of living well.

We’re so proud to be Synergy Network members and grateful to be part of such an amazing community.

Great people. Great connections. Great fun. That’s Synergy.

EdmontonBusiness Community

08/14/2026

Rick & Jesse traded the office for the Rockies this week and headed to the ATA Summer Conference 2026 at the Banff Centre… and let’s just say, professional development hits a little differently when your backdrop looks like THIS. 🏔️

What an incredible few days surrounded by inspiring educational leaders, big ideas & great conversations!

A HUGE thank you to all of the organizers, with a special shoutout to Marianne Moffat
for helping make it such a fantastic event!

Thank you to everyone who joined us for our Banff Centre tour and Capital Planning reception, complete with 50+ prize giveaways! 🎉

We can’t wait to be back next year!

And to all the teachers and educational leaders out there… enjoy these last few weeks of summer! Soak up the sunshine, sleep in when you can and all the best for this next school year! 📚

Until next time, Banff. You were spectacular. 🏔️✨

08/11/2026

What a fantastic day on the course last week! ⛳️

Yesterday, Jesse and Jim
were proud to represent Capital Planning as a hole sponsor at the OptiMax Golf Tournament, presented by Involvi HR , in support of Little Warriors.

It was an incredible opportunity to connect with so many amazing people, share some laughs, and support an organization that’s making such an important impact in our communities.

A huge thank you to Ashley McKarney for putting together such a well organized event. We were grateful to be part of a day filled with great conversations, meaningful connections, and a shared commitment to giving back.

We’re already looking forward to next year!

GivingBack YEGBusiness Networking

06/18/2026

The Capital Planning team was honoured to attend the ASBOA Annual Conference in Calgary this week.

A sincere thank you to the Alberta School Business Officials Association (ASBOA) for hosting such a fantastic and well-organized event. We enjoyed connecting with school division leaders, industry partners, and colleagues from across Alberta while sharing ideas and insights that support the future of education.

We appreciate the opportunity to be part of this great event and look forward to returning next year!


Alberta School Business Officials Association (ASBOA)
Alberta Retired Teachers'​ Association (ARTA)
The Alberta Teachers' Association
Rick Harcourt, PFA, CPC

This is your friendly reminder about the Guaranteed Acceptance Critical Illness campaign currently available to ATA memb...
05/26/2026

This is your friendly reminder about the Guaranteed Acceptance Critical Illness campaign currently available to ATA members, Teachers, Alberta School Board Employees, and their spouses.

More importantly, we’re asking for your help in sharing this opportunity with your staff and community before the campaign ends on May 31.

This truly is one of those opportunities that, for many people — especially anyone with pre-existing conditions — is a complete no-brainer.

There are no medical questions, no medical exams, and no complicated approval process. During this campaign period, eligible individuals can apply for up to $50,000 in Critical Illness coverage with guaranteed acceptance, plus additional coverage options for children.

And to be very clear — this is not a gimmick. It’s real coverage designed to provide real financial support during incredibly difficult moments in life.

If diagnosed with a covered condition such as cancer, heart attack, or stroke, the plan provides a tax-free lump sum payment that families can use however they need most.

One of the biggest things we hear after financial wellness sessions is: “Why didn’t I know about this sooner?”

That’s exactly why we’re hoping to spread awareness while this opportunity is still available. Please forward this to your community.

👉 ATA Member application link:https://specialmarkets.ia.ca/applyata

👉 Alberta School Board Employee application link:https://specialmarkets.ia.ca/applyasbe

The deadline to apply is May 31, 2026, and unfortunately this offer cannot be extended.

Thank you again for your support and for helping us ensure people are aware of this rare opportunity while it’s available.

05/20/2026

Capital Planning has proudly worked alongside Alberta’s education community over 40 years, and we’re reaching out because there is currently an important opportunity available for Alberta School Board Employees and ATA Members that we truly don’t want people to miss.

In this video, Rick shares a story about a teacher he knew who was diagnosed with breast cancer. During an already overwhelming time, having Critical Illness coverage in place helped provide financial breathing room so she could focus on her health and family instead of added financial stress.

Stories like this are exactly why we believe awareness around this campaign matters so much.

Right now, Alberta school board employees, teachers, ATA members, and their spouses can apply for up to **$50,000 in Critical Illness Insurance with guaranteed acceptance and no medical questions asked.** Coverage is also available for children.
And it ends May 31st - so only 11 days left to access this.

Some key features of the plan include:

✔ Tax-free lump sum payment if diagnosed
✔ Covers 25 conditions including cancer, heart attack, and stroke
✔ Funds can be used however needed — bills, treatment, income support, or recovery
✔ Coverage available for spouses and children
✔ Guaranteed acceptance during the campaign period

We would sincerely appreciate your help sharing this opportunity with your staff and community so people are aware while the campaign is active.

👉 ATA Member application link:
[https://specialmarkets.ia.ca/applyata](https://specialmarkets.ia.ca/applyata)

👉 Alberta School Board Employee application link:
[https://specialmarkets.ia.ca/applyasbe/home](https://specialmarkets.ia.ca/applyasbe/home)

The campaign runs until May 31.

Should you want us to send along more information, additional graphics, or supporting materials, we’d be more than happy to do so.

Thank you again for your support and for everything you do for Alberta’s education community.

Warmly,
Capital Planning

04/25/2026

In Calgary supporting teacher leaders but still representing!

04/24/2026

🚨 NO MEDICAL QUESTIONS. JUST COVERAGE. 🚨
If you’re an Alberta Teachers’ Association member or an Alberta School Board Employee, this is one of those opportunities you don’t want to scroll past.
For a limited time, you—and your spouse—can get up to $50,000 in Critical Illness Insurance with guaranteed acceptance. No medical exams. No health questions.
You can even add $10,000 of coverage for your children.
✔ Tax-free lump sum payment if diagnosed
✔ Covers 25 conditions including cancer, heart attack & stroke
✔ Use the money however you need
This kind of offer doesn’t come around often—and it ends May 31.
👉 Apply now: https://specialmarkets.ia.ca/applyata
Protect your future. Protect your family. Do it while it’s simple.

🚨 AUCUNE QUESTION MÉDICALE. JUSTE UNE COUVERTURE. 🚨
Si vous êtes membre de l’Alberta Teachers’ Association et employé(e) d’un conseil scolaire de l’Alberta, voici une occasion à ne pas manquer.
Pour une durée limitée, vous et votre conjoint(e) pouvez obtenir jusqu’à 50 000 $ d’assurance maladies graves avec acceptation garantie. Aucun examen médical. Aucune question sur votre santé.
Vous pouvez même ajouter 10 000 $ de couverture pour vos enfants.
✔ Prestation forfaitaire non imposable en cas de diagnostic
✔ Couvre 25 maladies, dont le cancer, la crise cardiaque et l’AVC
✔ Utilisez l’argent comme bon vous semble
Ce type d’offre est rare — et elle prend fin le 31 mai.
👉 Faites votre demande dès maintenant : https://specialmarkets.ia.ca/applyata?lang=fr
Protégez votre avenir. Protégez votre famille. Profitez-en pendant que c’est simple.

04/23/2026

Last night in Oil Country 🏒🔥

Our Chief Marketing Officer, Jesse Schewchuk, and Founder Randy Olson had the chance to take in the Oilers playoff action—and wow, the energy in that building was absolutely electric.

There’s something special about this city. The way the community shows up, rallies together, and pours its heart into every moment… it’s palpable.

While the outcome wasn’t the win we were all hoping for, the experience itself? Unmatched. Being part of a playoff night in Oil Country is something you don’t forget.

Here’s to the fans, the passion, and the unforgettable atmosphere. 💙🧡

Address

Edmonton, AB
T6E5Z9

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17804636128

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