Capital Planning - Group Benefits and Savings

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

10/01/2026

📣 Alberta teachers—last chance to register!
You give so much to your students. This Saturday, take an hour for your financial wellness. 💙
Join Rick Harcourt, President of Capital Planning, on October 3 for two FREE virtual sessions, brought to you in collaboration with the Alberta Teachers’ Association (ATA).
DM us for registration info:
📘 ADVANCED FINANCIAL WELLNESS
9–10 a.m.
Build on what you know with financial analysis, case studies, and best practices.
BEGINNER FINANCIAL WELLNESS
10–11 a.m.
Explore everyday savings, emergency funds, and practical steps toward financial confidence. No financial expertise required.
Choose the session that fits your financial knowledge and goals—wherever you are in your teaching career.
Watch Rick’s message, save your spot, and tag a colleague who could benefit!
Humans first. Wellness driven.

10/01/2026

📣 Alberta teachers—last chance to register!

You give so much to your students. This Saturday, take an hour for your financial wellness. 💙

Join Rick Harcourt, President of Capital Planning, on October 3 for two FREE virtual sessions, brought to you in collaboration with the Alberta Teachers’ Association (ATA).

📘 ADVANCED FINANCIAL WELLNESS
9–10 a.m.
Build on what you know with financial analysis, case studies, and best practices.
Register: https://www.eventbrite.ca/e/2001000335870

🌟 BEGINNER FINANCIAL WELLNESS
10–11 a.m.
Explore everyday savings, emergency funds, and practical steps toward financial confidence. No financial expertise required.
Register: https://www.eventbrite.ca/e/2001009365879

Choose the session that fits your financial knowledge and goals—wherever you are in your teaching career.

Watch Rick’s message, save your spot, and tag a colleague who could benefit!

Humans first. Wellness driven.

🎓 New teachers have entered the building!Jesse and Rick are rocking the Beginner Teachers Conference here in Edmonton, a...
09/25/2026

🎓 New teachers have entered the building!

Jesse and Rick are rocking the Beginner Teachers Conference here in Edmonton, and it’s SO great to see all these fresh faces joining the education community!

Our free Capital Planning notebooks are flying off the table. Apparently, teachers can never have too many notebooks. 😂📓

We’re loving the energy, the conversations and getting to welcome the next generation of teachers!

Welcome to the profession! 💙

📣 Calling all Alberta teachers. You deserve this.You give so much to your students. Make some time for your financial we...
09/24/2026

📣 Calling all Alberta teachers. You deserve this.
You give so much to your students. Make some time for your financial wellness, too. Join Capital Planning on October 3 for two different sessions, designed to meet you where you are in your financial wellness journey. Choose the one that fits your needs!
📘 ATA Advanced Financial Wellness | 9–10 a.m.
Ready to build on your financial knowledge? Explore financial analysis, case studies, and best practices to help you make more informed decisions.

🌟 ATA Beginner Financial Wellness | 10–11 a.m.
Looking for a place to start? Learn about everyday savings habits, building an emergency fund, and taking practical steps toward greater financial confidence. No financial expertise required.
Your starting point is about your financial knowledge and goals—not how long you’ve been teaching.
Tag a colleague who could use an hour for themselves and DM us for details!
Humans first. Wellness driven.

📣 Calling all Alberta teachers. You deserve this.You give so much to your students. Make some time for your financial we...
09/24/2026

📣 Calling all Alberta teachers. You deserve this.

You give so much to your students. Make some time for your financial wellness, too. 💙

Join Capital Planning on October 3 for two different sessions designed to meet you where you are in your financial wellness journey. Choose the one that fits your needs!

📘 ATA Advanced Financial Wellness
October 3 | 9–10 a.m.

Ready to build on your financial knowledge? Explore financial analysis, case studies, and best practices to help you make more informed decisions.

Register: https://www.eventbrite.ca/e/2001000335870

🌟 ATA Beginner Financial Wellness
October 3 | 10–11 a.m.

Looking for a place to start? Learn about everyday savings habits, building an emergency fund, and taking practical steps toward greater financial confidence. No financial expertise required.

Register: https://www.eventbrite.ca/e/2001009365879

Your starting point is about your financial knowledge and goals—not how long you’ve been teaching.

Tag a colleague who could use an hour for themselves.

Humans first. Wellness driven.

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

Address

Edmonton, AB
T6E5Z9

Opening Hours

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

Telephone

+17804636128

Website

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