OTG provides financial planning advice and services to active and retired educators – all at no cost.
Call us at
1-800-263-9541
or 416-752-6843
or Have OTG
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Roving Planners

OTG Financial has “roving financial planners” who do scheduled trips to various locations in Ontario to conduct one-on-one financial planning meetings, at no cost or obligation. Tap into their expertise for personalized solutions related to any need – from cash flow and investment planning to retirement and estate planning. Click here for the roving planners schedule.

 

Workshops

OTG advisors also deliver financial planning workshops to groups of up to 100 or more on such topics as retirement and estate planning. To view upcoming workshops, please click here.

This website is for information purposes only. The offer to purchase units in OTG Funds is contained in the current Simplified Prospectus. Mutual funds are sold by prospectus only.