Your Future

Whether you’re looking to get started on your savings or to maximize your current plan, our experts can help. And right now is an excellent time to meet with us to explore options that are just right for you.

Ready to get started?
Book an appointment today by contacting us or booking an appointment online and start putting more away for your future.

Want to learn more?
At your credit union, your success is our success. That’s why we’re always looking for ways to help you grow your nest egg, save for the important purchases in life, and make sure you’re ready for a rainy day.

Putting more away can be easy, at any stage. Take a minute to think about what stage of saving you’re in…

First

Timer

Getting your savings started.
You’re hitting the ground running. You’ve landed your first “real” job, you’re getting married, or starting a new family—or maybe all three! It’s an exciting time in your life. And it can be difficult to think about saving for your retirement when everything is just beginning. But this is the perfect time, because time is on your side.

Builder

Growing your savings.
Your life is at its busiest. Your kids are growing and always going, your career is in full swing, you’re there for your friends, parents, community, and even manage some time for yourself occasionally. Most likely you’ve been contributing to a savings plan for some time now. But when’s the last time you took a second look at your plan to make sure it’s working as hard as you are?

Retiring

Soon

Managing your savings.
You’re almost there! You’ve worked hard, saved smartly, and soon it’ll be time to enjoy a well-deserved retirement. But now that you’re in the homestretch of your retirement savings plan, there a few things well worth taking the time to consider.

Our focused approach can make a big difference for your future. It could get you on track for the kind of retirement you really want. Or get you closer to your savings goal faster than you thought possible. We’re here to help you focus on the big picture – to save for what really matters. No obligation, no strings. Just sound advice from our financial professionals who are focused on you and your financial future.

Book an appointment today by contacting us or by booking an appointment online and start putting more away for your future.

More Expert Advice
Whether you’re just getting started, or fully engaged in your quest for more information, our expert articles will help shed light on your savings and retirement planning questions.

First Timer Guide to Saving & Investing

Getting started with your savings and investments can be confusing when you’re just starting out. But starting your savings can be easy. We’ll show you how. LEARN MORE

How can TFSAs benefit you?

With the contribution limit for Tax-Free Savings Accounts raised to $10,000, it’s a great time to learn how TFSAs can help you save. LEARN MORE

What’s income splitting all about?
How married and common-law couples can reduce their tax burden. LEARN MORE

Estate Planning 101
Who needs one, who benefits, and now to get started. LEARN MORE

Turning retirement savings into retirement income
How do you figure out the income strategy that’s right for you? LEARN MORE

Retirement questions everyone should ask
Questions you should ask no matter where you are on the road to retirement. LEARN MORE

Save Smarter: TSFA or RRSP?
The choice isn’t as complicated as you think. LEARN MORE

Revisit your plan to maximize savings
Life is busy, and it can change fast. See why you should revisit your plan. LEARN MORE

New to RRSPs? Consider an RRSP loan
A low-interest RRSP loan could help you kick-start your savings. LEARN MORE

Your RRSP can help you buy a home—or get an education