Making a Savings Plan

Without a roadmap any path will do — and you may not like where you end up! So let us act as your financial GPS and give you direction that will take you exactly where you want to be down the road.

Together, we’ll take a look at your big picture, starting with where you are today and where you want to go. Each step along life’s path brings meaningful change for you and your family. Where are you financially? Where do you need to be? How will you get there? The answer is planning. We’ll help you find the answers by developing a simple 3-step plan tailored just for you.

Step 1 – Define Your Unique Goals

The first step is sitting down together to talk about what’s important to you. Depending on what stage you’re at in life, it's important to determine your personal goals, whether you’re planning for retirement, saving for a new home, reducing income taxes, preparing for emergencies, or saving for education. Your unique goals will form the basis of your financial plan and motivate you to stick to it.

Step 2 – Build a Personalized Plan

Once we’ve determined your goals, we can talk planning. A plan is about helping you find a balance between today's objectives and tomorrow’s goals, a personal roadmap that will help you reach your financial goals successfully. We’ll review your needs and lifestyle, talk budgeting and use of credit, and incorporate saving and investing. But remember that your financial plan is not a one-time event, but an ongoing process as your needs and stages of life change.

Step 3 – Select the Right Products

You’ve set your goals and designed your plan to meet them. Now you need to select the right mix of products, credit or investment, which will allow you to get you where you want to go. We’ll show you investment options like GICs, TFSAs and RRSPs, all with deposits and interest that are 100% guaranteed without limit by the Deposit Guarantee Corporation of Manitoba.


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